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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 | $79,185 | $71,230+11.2% | $93,727-15.5% | $80,959-2.2% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.7%-29.7pp |
| Annual return | 7.77% | 11.26%-3.5pp | 133.83%-126.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,475 | $4,037-38.7% | $4,417-44.0% | $4,300-42.5% |
| Admin fee / account holder | $26,954 | $6,961+287.2% | $8,292+225.1% | $6,925+289.2% |