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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 | $84,818 | $93,345-9.1% | $119,126-28.8% | $87,485-3.0% |
| Participation rate | 37.9% | 68.7%-30.8pp | 75.8%-37.8pp | 68.9%-31.0pp |
| Annual return | 7.53% | 19.08%-11.5pp | 282.11%-274.6pp | 26.06%-18.5pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,842 | $4,099-55.0% | $5,318-65.4% | $4,274-56.9% |
| Admin fee / account holder | $1,180 | $8,039-85.3% | $10,693-89.0% | $7,775-84.8% |