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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,292 | $57,073+49.4% | $85,126+0.2% | $80,925+5.4% |
| Participation rate | 47.8% | 56.4%-8.6pp | 67.5%-19.7pp | 67.7%-19.8pp |
| Annual return | 10.11% | 21.69%-11.6pp | 66.63%-56.5pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,280 | $3,113+5.4% | $4,523-27.5% | $4,299-23.7% |
| Admin fee / account holder | $21,081 | $4,988+322.7% | $6,160+242.2% | $6,940+203.8% |