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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 | $80,675 | $87,106-7.4% | $105,607-23.6% | $80,935-0.3% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.3%-31.3pp | 67.7%-23.7pp |
| Annual return | 7.44% | 17.01%-9.6pp | 116.11%-108.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,460 | $3,986-38.3% | $5,011-50.9% | $4,299-42.8% |
| Admin fee / account holder | $27,030 | $8,447+220.0% | $10,958+146.7% | $6,924+290.4% |