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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 | $70,881 | $47,922+47.9% | $75,900-6.6% | $65,186+8.7% |
| Participation rate | 41.7% | 63.0%-21.2pp | 69.3%-27.5pp | 70.2%-28.5pp |
| Annual return | 5.26% | 24.12%-18.9pp | 30.73%-25.5pp | 29.39%-24.1pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,294 | $2,550-49.3% | $3,604-64.1% | $3,514-63.2% |
| Admin fee / account holder | $4,680 | $532+780.6% | $5,421-13.7% | $847+452.4% |