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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 | $67,855 | $77,638-12.6% | $156,551-56.7% | $62,881+7.9% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 4.19% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,031 | $3,444-12.0% | $5,501-44.9% | $2,281+32.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,808 | $5,561-31.5% | $13,028-70.8% | $4,296-11.4% |