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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 | $72,802 | $43,075+69.0% | $74,577-2.4% | $62,881+15.8% |
| Participation rate | 68.8% | 58.1%+10.7pp | 68.1%+0.6pp | 69.3%-0.6pp |
| Annual return | -1.70% | 17.50%-19.2pp | 20.47%-22.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,322 | $2,389-2.8% | $3,458-32.8% | $3,203-27.5% |
| Admin fee / account holder | $28,969 | $2,840+920.1% | $4,138+600.1% | $4,296+574.4% |