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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 | $102,990 | $67,411+52.8% | $91,004+13.2% | $70,126+46.9% |
| Participation rate | 43.8% | 71.4%-27.6pp | 75.6%-31.9pp | 69.5%-25.8pp |
| Annual return | 9.57% | -40.16%+49.7pp | 4.60%+5.0pp | 73.15%-63.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,450 | $2,823-48.6% | $3,548-59.1% | $3,332-56.5% |
| Admin fee / account holder | $1,785 | $4,236-57.9% | $5,417-67.0% | $4,645-61.6% |