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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 | $83,071 | $76,371+8.8% | $93,621-11.3% | $72,975+13.8% |
| Participation rate | 62.9% | 71.8%-8.9pp | 75.8%-13.0pp | 69.5%-6.6pp |
| Annual return | 4.01% | 25.82%-21.8pp | 32.76%-28.7pp | 81.01%-77.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,611 | $3,538-54.5% | $4,070-60.4% | $3,608-55.4% |
| Admin fee / account holder | $8,456 | $6,839+23.6% | $7,890+7.2% | $5,124+65.0% |