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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 | $73,198 | $48,078+52.2% | $78,676-7.0% | $62,881+16.4% |
| Participation rate | 30.0% | 65.2%-35.2pp | 73.6%-43.6pp | 69.3%-39.3pp |
| Annual return | 4.47% | 31.36%-26.9pp | 62.19%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,596 | $2,587+39.0% | $3,517+2.2% | $3,203+12.3% |
| Admin fee / account holder | $1,849 | $3,206-42.3% | $4,510-59.0% | $4,296-57.0% |