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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 | $64,925 | $71,230-8.9% | $93,727-30.7% | $80,959-19.8% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.7%-16.2pp |
| Annual return | 4.85% | 11.26%-6.4pp | 133.83%-129.0pp | 35.67%-30.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,456 | $4,037+10.4% | $4,417+0.9% | $4,300+3.6% |
| Admin fee / account holder | $739 | $6,961-89.4% | $8,292-91.1% | $6,925-89.3% |