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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 | $72,795 | $69,977+4.0% | $108,582-33.0% | $62,881+15.8% |
| Participation rate | 53.3% | 72.9%-19.6pp | 79.6%-26.2pp | 69.3%-16.0pp |
| Annual return | 4.19% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,407 | $3,165+7.7% | $4,311-21.0% | $3,203+6.4% |
| Admin fee / account holder | $14,602 | $5,076+187.6% | $7,645+91.0% | $4,296+239.9% |