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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 | $70,753 | $65,364+8.2% | $92,909-23.8% | $72,975-3.0% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 15.50% | 42.11%-26.6pp | 109.44%-93.9pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,670 | $3,128-46.6% | $4,238-60.6% | $3,608-53.7% |
| Admin fee / account holder | $2,463 | $4,251-42.1% | $5,795-57.5% | $5,124-51.9% |