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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 | $75,042 | $51,638+45.3% | $68,368+9.8% | $82,448-9.0% |
| Participation rate | 46.9% | 63.6%-16.7pp | 73.8%-26.9pp | 68.1%-21.2pp |
| Annual return | 10.20% | 37.53%-27.3pp | 292.57%-282.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,220 | $2,914-23.8% | $4,123-46.2% | $4,139-46.4% |
| Admin fee / account holder | $3,083 | $4,643-33.6% | $5,150-40.1% | $7,234-57.4% |