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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 | $86,781 | $41,377+109.7% | $109,313-20.6% | $62,881+38.0% |
| Participation rate | 40.7% | 57.5%-16.8pp | 71.3%-30.5pp | 69.3%-28.6pp |
| Annual return | 1.22% | 11.05%-9.8pp | 22.07%-20.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,527 | $2,045-25.3% | $3,166-51.8% | $3,203-52.3% |
| Admin fee / account holder | $16,175 | $2,884+460.9% | $5,666+185.5% | $4,296+276.5% |