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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 | $71,804 | $73,787-2.7% | $98,716-27.3% | $82,448-12.9% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.3%-49.8pp | 68.1%-48.6pp |
| Annual return | 11.51% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,733 | $3,081-43.8% | $4,048-57.2% | $4,139-58.1% |
| Admin fee / account holder | $108,706 | $6,500+1572.3% | $8,703+1149.1% | $7,234+1402.6% |