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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 | $87,476 | $60,349+45.0% | $74,184+17.9% | $62,881+39.1% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 3.52% | 21.38%-17.9pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,422 | $2,856-50.2% | $3,550-60.0% | $3,203-55.6% |
| Admin fee / account holder | $555 | $4,261-87.0% | $5,586-90.1% | $4,296-87.1% |