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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 | $75,842 | $55,636+36.3% | $81,982-7.5% | $73,497+3.2% |
| Participation rate | 42.0% | 62.3%-20.3pp | 69.3%-27.3pp | 70.7%-28.7pp |
| Annual return | 4.64% | 19.07%-14.4pp | 41.31%-36.7pp | 28.51%-23.9pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,281 | $2,762-53.6% | $3,722-65.6% | $3,740-65.8% |
| Admin fee / account holder | $3,982 | $493+708.1% | $5,665-29.7% | $513+676.1% |