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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 | $82,505 | $106,749-22.7% | $145,433-43.3% | $82,448+0.1% |
| Participation rate | 37.0% | 75.6%-38.7pp | 82.1%-45.2pp | 68.1%-31.1pp |
| Annual return | 14.04% | 27.59%-13.6pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,558 | $6,519-45.4% | $7,897-55.0% | $4,139-14.1% |
| Admin fee / account holder | $63,078 | $8,390+651.8% | $13,129+380.5% | $7,234+771.9% |