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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 | $72,482 | $57,590+25.9% | $86,233-15.9% | $82,448-12.1% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.0%-29.0pp | 68.1%-28.1pp |
| Annual return | 11.77% | 22.41%-10.6pp | 61.39%-49.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,763 | $3,080+119.6% | $4,559+48.3% | $4,139+63.4% |
| Admin fee / account holder | $18,151 | $4,730+283.7% | $8,342+117.6% | $7,234+150.9% |