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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 | $66,070 | $46,534+42.0% | $64,097+3.1% | $75,177-12.1% |
| Participation rate | 30.3% | 65.9%-35.6pp | 72.3%-42.0pp | 67.2%-36.9pp |
| Annual return | 8.44% | 26.07%-17.6pp | 33.75%-25.3pp | 160.75%-152.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,066 | $2,835-62.4% | $3,881-72.5% | $4,126-74.2% |
| Admin fee / account holder | $1,624 | $2,957-45.1% | $3,070-47.1% | $5,651-71.3% |