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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 | $78,766 | $70,430+11.8% | $96,572-18.4% | $85,851-8.3% |
| Participation rate | 34.3% | 61.8%-27.5pp | 69.8%-35.5pp | 69.3%-35.0pp |
| Annual return | 9.21% | 18.58%-9.4pp | 37.79%-28.6pp | 318.63%-309.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,469 | $2,894-49.2% | $3,850-61.8% | $3,952-62.8% |
| Admin fee / account holder | $13,513 | $4,996+170.5% | $6,183+118.5% | $6,261+115.8% |