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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 | $58,176 | $56,054+3.8% | $171,082-66.0% | $62,881-7.5% |
| Participation rate | 37.1% | 62.9%-25.8pp | 76.7%-39.6pp | 69.3%-32.2pp |
| Annual return | 4.47% | 22.52%-18.0pp | 32.56%-28.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,552 | $3,158+12.5% | $4,797-26.0% | $3,203+10.9% |
| Admin fee / account holder | $12,120 | $3,647+232.3% | $8,520+42.3% | $4,296+182.1% |