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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 | $83,911 | $82,879+1.2% | $96,576-13.1% | $67,986+23.4% |
| Participation rate | 44.9% | 75.2%-30.3pp | 81.4%-36.6pp | 57.2%-12.3pp |
| Annual return | 10.39% | 36.90%-26.5pp | 38.47%-28.1pp | 31.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,647 | $6,976-62.1% | $7,956-66.7% | $3,358-21.2% |
| Admin fee / account holder | $13,735 | $2,783+393.5% | $11,381+20.7% | $3,203+328.8% |