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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 | $84,351 | $56,894+48.3% | $84,753-0.5% | $62,881+34.1% |
| Participation rate | 28.0% | 68.5%-40.5pp | 76.6%-48.6pp | 69.3%-41.3pp |
| Annual return | -1.43% | 6.30%-7.7pp | 22.78%-24.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,335 | $2,709-50.7% | $3,712-64.0% | $3,203-58.3% |
| Admin fee / account holder | $2,174 | $3,581-39.3% | $5,333-59.2% | $4,296-49.4% |