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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 | $64,217 | $76,551-16.1% | $123,894-48.2% | $62,881+2.1% |
| Participation rate | 15.6% | 73.0%-57.4pp | 81.4%-65.9pp | 69.3%-53.7pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,058 | $4,840-36.8% | $5,984-48.9% | $3,203-4.5% |
| Admin fee / account holder | $14,990 | $4,826+210.6% | $8,357+79.4% | $4,296+248.9% |