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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 | $73,812 | $57,140+29.2% | $85,240-13.4% | $80,959-8.8% |
| Participation rate | 35.5% | 56.4%-20.9pp | 67.5%-32.0pp | 67.7%-32.2pp |
| Annual return | 7.18% | 21.71%-14.5pp | 66.75%-59.6pp | 35.67%-28.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,784 | $3,115-42.7% | $4,527-60.6% | $4,300-58.5% |
| Admin fee / account holder | $21,376 | $4,992+328.2% | $6,165+246.7% | $6,925+208.7% |