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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 | $84,653 | $56,110+50.9% | $94,993-10.9% | $70,126+20.7% |
| Participation rate | 15.9% | 65.0%-49.1pp | 73.9%-58.0pp | 69.5%-53.6pp |
| Annual return | 4.86% | 51.02%-46.2pp | 27.14%-22.3pp | 73.15%-68.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,523 | $2,391-36.3% | $3,317-54.1% | $3,332-54.3% |
| Admin fee / account holder | $6,450 | $3,456+86.6% | $4,960+30.0% | $4,645+38.8% |