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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 | $74,094 | $72,273+2.5% | $101,275-26.8% | $79,856-7.2% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 5.63% | 22.30%-16.7pp | 46.48%-40.9pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,841 | $3,282-13.4% | $4,371-35.0% | $3,741-24.0% |
| Admin fee / account holder | $2,455 | $4,401-44.2% | $5,948-58.7% | $5,306-53.7% |