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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 | $106,524-22.5% | $152,301-45.8% | $87,485-5.7% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.4%-45.5pp | 68.9%-32.0pp |
| Annual return | 14.04% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,558 | $6,525-45.5% | $8,004-55.6% | $4,274-16.8% |
| Admin fee / account holder | $63,078 | $8,287+661.2% | $14,398+338.1% | $7,775+711.3% |