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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 | $108,805 | $74,535+46.0% | $100,712+8.0% | $82,637+31.7% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.3%-35.9pp | 68.1%-34.7pp |
| Annual return | 7.71% | 18.92%-11.2pp | 33.27%-25.6pp | 53.51%-45.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,754 | $3,074-43.0% | $4,085-57.1% | $4,126-57.5% |
| Admin fee / account holder | $91,469 | $6,576+1291.0% | $9,256+888.2% | $7,339+1146.4% |