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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 | $87,706 | $45,041+94.7% | $63,003+39.2% | $70,131+25.1% |
| Participation rate | 36.7% | 69.5%-32.9pp | 74.8%-38.1pp | 69.5%-32.9pp |
| Annual return | 5.94% | 18.76%-12.8pp | 87.59%-81.6pp | 73.14%-67.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,925 | $2,465-21.9% | $3,329-42.2% | $3,332-42.2% |
| Admin fee / account holder | $59,789 | $2,836+2008.5% | $3,600+1560.7% | $4,645+1187.0% |