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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 | $73,375 | $76,367-3.9% | $93,614-21.6% | $72,983+0.5% |
| Participation rate | 41.5% | 71.7%-30.3pp | 75.8%-34.4pp | 69.5%-28.0pp |
| Annual return | 9.64% | 25.82%-16.2pp | 32.76%-23.1pp | 81.01%-71.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,897 | $3,538-18.1% | $4,069-28.8% | $3,608-19.7% |
| Admin fee / account holder | $3,997 | $6,838-41.6% | $7,889-49.3% | $5,124-22.0% |