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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 | $78,084 | $63,156+23.6% | $122,354-36.2% | $62,293+25.3% |
| Participation rate | 17.0% | 60.0%-43.0pp | 71.6%-54.6pp | 69.5%-52.5pp |
| Annual return | 12.52% | 20.61%-8.1pp | 30.28%-17.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,567 | $2,321-32.5% | $3,287-52.3% | $3,169-50.6% |
| Admin fee / account holder | $4,659 | $440+959.1% | $5,479-15.0% | $479+872.0% |