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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 | $82,966 | $72,027+15.2% | $185,861-55.4% | $79,856+3.9% |
| Participation rate | 56.9% | 65.8%-8.9pp | 78.0%-21.2pp | 69.6%-12.8pp |
| Annual return | 11.08% | 23.13%-12.0pp | 35.96%-24.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,579 | $3,780-5.3% | $5,634-36.5% | $3,741-4.3% |
| Admin fee / account holder | $25,158 | $4,513+457.4% | $9,503+164.7% | $5,306+374.1% |