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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 | $73,310 | $46,688+57.0% | $189,758-61.4% | $69,733+5.1% |
| Participation rate | 33.9% | 61.7%-27.8pp | 79.8%-45.9pp | 62.5%-28.5pp |
| Annual return | 10.01% | 14.35%-4.3pp | 52.62%-42.6pp | 15.22%-5.2pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,403 | $2,143-34.5% | $5,856-76.0% | $3,054-54.1% |
| Admin fee / account holder | $921 | $1,700-45.8% | $20,388-95.5% | $3,102-70.3% |