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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 | $79,032 | $51,466+53.6% | $78,778+0.3% | $62,293+26.9% |
| Participation rate | 69.8% | 59.8%+10.0pp | 69.2%+0.6pp | 69.5%+0.3pp |
| Annual return | 11.91% | 19.96%-8.0pp | 35.62%-23.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,037 | $2,147+88.0% | $2,958+36.5% | $3,169+27.4% |
| Admin fee / account holder | $3,165 | $489+546.8% | $5,134-38.3% | $479+560.3% |