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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 | $67,456 | $56,894+18.6% | $84,753-20.4% | $62,881+7.3% |
| Participation rate | 46.8% | 68.5%-21.8pp | 76.6%-29.8pp | 69.3%-22.6pp |
| Annual return | -1.76% | 6.30%-8.1pp | 22.78%-24.5pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,600 | $2,709-4.0% | $3,712-30.0% | $3,203-18.8% |
| Admin fee / account holder | $15,371 | $3,581+329.2% | $5,333+188.2% | $4,296+257.8% |