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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 | $70,401 | $65,122+8.1% | $135,792-48.2% | $64,097+9.8% |
| Participation rate | 30.5% | 47.1%-16.6pp | 72.6%-42.1pp | 55.2%-24.7pp |
| Annual return | 10.41% | 14.53%-4.1pp | 25.96%-15.5pp | 34.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,280-100.0% | $3,496-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $783 | $2,219-64.7% | $4,759-83.5% | $3,080-74.6% |
| Admin fee / account holder | $5,318 | $3,120+70.4% | $12,266-56.6% | $3,454+53.9% |