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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 | $79,701 | $58,828+35.5% | $78,002+2.2% | $62,881+26.7% |
| Participation rate | 67.4% | 71.1%-3.6pp | 75.5%-8.1pp | 69.3%-1.9pp |
| Annual return | 0.56% | 17.16%-16.6pp | 425.99%-425.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,945 | $2,686-27.6% | $3,497-44.4% | $3,203-39.3% |
| Admin fee / account holder | $1,030 | $4,393-76.5% | $5,481-81.2% | $4,296-76.0% |