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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 | $70,271 | $49,255+42.7% | $70,494-0.3% | $79,856-12.0% |
| Participation rate | 43.2% | 69.2%-25.9pp | 75.1%-31.8pp | 69.6%-26.4pp |
| Annual return | 2.59% | 30.10%-27.5pp | 109.16%-106.6pp | 31.71%-29.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,288 | $2,768-53.5% | $3,711-65.3% | $3,741-65.6% |
| Admin fee / account holder | $8,306 | $2,879+188.5% | $3,848+115.9% | $5,306+56.5% |