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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 | $41,016+78.7% | $152,093-51.8% | $64,097+14.4% |
| Participation rate | 33.9% | 51.3%-17.4pp | 77.8%-43.8pp | 55.2%-21.3pp |
| Annual return | 10.01% | 39.60%-29.6pp | 66.36%-56.3pp | 34.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,403 | $1,927-27.2% | $5,451-74.3% | $3,080-54.4% |
| Admin fee / account holder | $921 | $2,305-60.0% | $14,497-93.6% | $3,454-73.3% |