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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 | $84,731 | $90,400-6.3% | $186,193-54.5% | $87,485-3.1% |
| Participation rate | 43.9% | 66.2%-22.3pp | 77.1%-33.3pp | 68.9%-25.1pp |
| Annual return | 7.98% | 22.15%-14.2pp | 78.03%-70.0pp | 26.06%-18.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,197 | $4,330-49.3% | $6,513-66.3% | $4,274-48.6% |
| Admin fee / account holder | $50,953 | $8,673+487.5% | $11,058+360.8% | $7,775+555.4% |