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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 | $83,249 | $43,496+91.4% | $161,489-48.4% | $64,340+29.4% |
| Participation rate | 33.1% | 53.5%-20.4pp | 78.7%-45.6pp | 55.2%-22.1pp |
| Annual return | 10.08% | 20.76%-10.7pp | 89.72%-79.6pp | 24.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,956 | $1,996-2.0% | $5,630-65.3% | $2,980-34.4% |
| Admin fee / account holder | $4,153 | $2,330+78.2% | $16,006-74.1% | $3,703+12.2% |