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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 | $70,631 | $36,948+91.2% | $73,658-4.1% | $87,485-19.3% |
| Participation rate | 18.9% | 46.8%-27.9pp | 57.0%-38.1pp | 68.9%-50.0pp |
| Annual return | 11.62% | 28.64%-17.0pp | 29.72%-18.1pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $720 | $1,379-47.8% | $2,062-65.1% | $4,274-83.2% |
| Admin fee / account holder | $10,462 | $2,531+313.4% | $3,357+211.7% | $7,775+34.6% |