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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 | $69,023 | $56,054+23.1% | $171,082-59.7% | $62,881+9.8% |
| Participation rate | 42.9% | 62.9%-20.0pp | 76.7%-33.8pp | 69.3%-26.4pp |
| Annual return | 4.11% | 22.52%-18.4pp | 32.56%-28.5pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,032 | $3,158-67.3% | $4,797-78.5% | $3,203-67.8% |
| Admin fee / account holder | $982 | $3,647-73.1% | $8,520-88.5% | $4,296-77.1% |