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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 | $71,197+11.2% | $93,669-15.5% | $80,925-2.1% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.7%-29.7pp |
| Annual return | 7.77% | 11.27%-3.5pp | 133.59%-125.8pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,475 | $4,036-38.7% | $4,416-44.0% | $4,299-42.4% |
| Admin fee / account holder | $26,954 | $6,959+287.3% | $8,291+225.1% | $6,940+288.4% |