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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 | $80,904 | $46,599+73.6% | $64,101+26.2% | $75,173+7.6% |
| Participation rate | 68.0% | 65.9%+2.1pp | 72.3%-4.3pp | 67.2%+0.8pp |
| Annual return | 6.76% | 26.06%-19.3pp | 33.72%-27.0pp | 160.72%-154.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $880 | $2,837-69.0% | $3,881-77.3% | $4,126-78.7% |
| Admin fee / account holder | $11,741 | $2,956+297.2% | $3,070+282.4% | $5,651+107.8% |