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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 | $46,596+73.6% | $64,099+26.2% | $75,181+7.6% |
| Participation rate | 68.0% | 65.9%+2.1pp | 72.3%-4.3pp | 67.2%+0.8pp |
| Annual return | 6.76% | 26.04%-19.3pp | 33.70%-26.9pp | 160.69%-153.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $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 | $2,954+297.4% | $3,070+282.4% | $5,650+107.8% |