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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 | $59,826 | $57,590+3.9% | $86,233-30.6% | $82,448-27.4% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.0%-44.0pp | 68.1%-43.1pp |
| Annual return | 4.66% | 22.41%-17.8pp | 61.39%-56.7pp | 41.64%-37.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,828 | $3,080-40.7% | $4,559-59.9% | $4,139-55.8% |
| Admin fee / account holder | $66,568 | $4,730+1307.3% | $8,342+698.0% | $7,234+820.2% |