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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 | $83,503 | $65,034+28.4% | $90,970-8.2% | $79,856+4.6% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 4.72% | 30.45%-25.7pp | 134.60%-129.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,402 | $2,512-44.2% | $3,373-58.4% | $3,741-62.5% |
| Admin fee / account holder | $716 | $4,536-84.2% | $5,961-88.0% | $5,306-86.5% |