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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 | $72,141 | $58,493+23.3% | $84,023-14.1% | $72,976-1.1% |
| Participation rate | 17.7% | 61.2%-43.5pp | 69.0%-51.3pp | 69.5%-51.7pp |
| Annual return | 16.08% | 28.93%-12.9pp | 71.32%-55.2pp | 81.02%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,651 | $2,394-31.0% | $3,239-49.0% | $3,608-54.2% |
| Admin fee / account holder | $40,062 | $4,569+776.9% | $6,102+556.5% | $5,124+681.8% |