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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 | $81,367 | $69,977+16.3% | $108,582-25.1% | $62,881+29.4% |
| Participation rate | 49.2% | 72.9%-23.7pp | 79.6%-30.3pp | 69.3%-20.1pp |
| Annual return | 3.93% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,665 | $3,165-47.4% | $4,311-61.4% | $3,203-48.0% |
| Admin fee / account holder | $11,594 | $5,076+128.4% | $7,645+51.7% | $4,296+169.9% |