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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 | $75,875 | $101,950-25.6% | $125,529-39.6% | $86,983-12.8% |
| Participation rate | 41.4% | 70.2%-28.8pp | 74.7%-33.3pp | 69.5%-28.2pp |
| Annual return | 7.61% | 18.29%-10.7pp | 202.56%-194.9pp | 25.83%-18.2pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,836 | $3,862-52.5% | $4,813-61.9% | $4,194-56.2% |
| Admin fee / account holder | $41,958 | $12,791+228.0% | $16,298+157.4% | $7,856+434.1% |