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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 | $77,001 | $56,060+37.4% | $76,002+1.3% | $80,874-4.8% |
| Participation rate | 12.5% | 62.0%-49.5pp | 69.1%-56.6pp | 67.6%-55.1pp |
| Annual return | 6.69% | 20.54%-13.8pp | 360.07%-353.4pp | 35.62%-28.9pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,143 | $3,051-62.6% | $4,257-73.2% | $4,297-73.4% |
| Admin fee / account holder | $52,282 | $5,237+898.2% | $6,414+715.2% | $6,935+653.9% |