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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 | $74,568 | $64,324+15.9% | $118,946-37.3% | $79,852-6.6% |
| Participation rate | 38.6% | 64.9%-26.2pp | 75.4%-36.8pp | 69.6%-31.0pp |
| Annual return | 6.29% | 86.45%-80.2pp | 35.89%-29.6pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,987 | $2,824+5.8% | $4,266-30.0% | $3,740-20.1% |
| Admin fee / account holder | $4,483 | $4,040+11.0% | $6,581-31.9% | $5,306-15.5% |