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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 | $72,998 | $32,037+127.9% | $69,182+5.5% | $62,881+16.1% |
| Participation rate | 30.6% | 43.4%-12.9pp | 55.1%-24.6pp | 69.3%-38.7pp |
| Annual return | 3.76% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $668 | $1,185-43.7% | $1,897-64.8% | $3,203-79.1% |
| Admin fee / account holder | $2,265 | $2,608-13.2% | $2,697-16.0% | $4,296-47.3% |