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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 | $71,433 | $86,940-17.8% | $102,434-30.3% | $80,935-11.7% |
| Participation rate | 28.1% | 72.4%-44.3pp | 76.5%-48.4pp | 67.7%-39.5pp |
| Annual return | 8.26% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,993 | $4,121-27.4% | $5,055-40.8% | $4,299-30.4% |
| Admin fee / account holder | $772 | $8,047-90.4% | $9,462-91.8% | $6,924-88.9% |