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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 | $83,067 | $84,236-1.4% | $170,435-51.3% | $70,126+18.5% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 7.95% | 23.06%-15.1pp | 205.94%-198.0pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,731 | $3,086-43.9% | $4,939-65.0% | $3,332-48.1% |
| Admin fee / account holder | $1,366 | $5,698-76.0% | $13,881-90.2% | $4,645-70.6% |