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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 | $84,501 | $66,275+27.5% | $163,379-48.3% | $64,097+31.8% |
| Participation rate | 27.5% | 54.1%-26.6pp | 76.8%-49.3pp | 55.2%-27.7pp |
| Annual return | 10.64% | 32.72%-22.1pp | 63.41%-52.8pp | 34.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,521-100.0% | $3,752-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,478 | $3,126-52.7% | $6,282-76.5% | $3,080-52.0% |
| Admin fee / account holder | $6,726 | $4,569+47.2% | $9,818-31.5% | $3,454+94.7% |