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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 | $67,032 | $55,902+19.9% | $76,030-11.8% | $80,959-17.2% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 9.71% | 20.59%-10.9pp | 361.54%-351.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,863 | $3,051+26.6% | $4,257-9.3% | $4,300-10.2% |
| Admin fee / account holder | $1,580 | $5,239-69.8% | $6,421-75.4% | $6,925-77.2% |