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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 | $72,079 | $39,132+84.2% | $57,196+26.0% | $62,881+14.6% |
| Participation rate | 44.4% | 70.5%-26.0pp | 75.3%-30.9pp | 69.3%-24.9pp |
| Annual return | 0.77% | 9.24%-8.5pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $737 | $2,374-69.0% | $3,096-76.2% | $3,203-77.0% |
| Admin fee / account holder | $5,686 | $2,594+119.2% | $3,141+81.0% | $4,296+32.4% |