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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 | $73,261 | $45,087+62.5% | $69,483+5.4% | $72,976+0.4% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 0.14% | 22.67%-22.5pp | 28.99%-28.8pp | 81.02%-80.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,191 | $2,603+22.6% | $3,537-9.8% | $3,608-11.5% |
| Admin fee / account holder | $33,807 | $3,057+1005.9% | $3,841+780.2% | $5,124+559.8% |