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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 | $80,021 | $50,554+58.3% | $67,681+18.2% | $87,485-8.5% |
| Participation rate | 28.2% | 67.7%-39.5pp | 73.7%-45.5pp | 68.9%-40.7pp |
| Annual return | 8.32% | 17.81%-9.5pp | 590.58%-582.3pp | 26.06%-17.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,327 | $2,961-21.4% | $3,976-41.5% | $4,274-45.5% |
| Admin fee / account holder | $26,568 | $4,132+542.9% | $6,100+335.6% | $7,775+241.7% |