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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 | $80,155 | $76,551+4.7% | $123,894-35.3% | $62,881+27.5% |
| Participation rate | 40.7% | 73.0%-32.2pp | 81.4%-40.7pp | 69.3%-28.6pp |
| Annual return | 4.29% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,026 | $4,840-37.5% | $5,984-49.4% | $3,203-5.5% |
| Admin fee / account holder | $742 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |