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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 | $79,088 | $73,787+7.2% | $98,716-19.9% | $82,448-4.1% |
| Participation rate | 63.1% | 61.4%+1.7pp | 69.3%-6.2pp | 68.1%-5.0pp |
| Annual return | 9.91% | 18.57%-8.7pp | 31.81%-21.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,992 | $3,081-35.4% | $4,048-50.8% | $4,139-51.9% |
| Admin fee / account holder | $6,807 | $6,500+4.7% | $8,703-21.8% | $7,234-5.9% |