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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 | $76,007 | $67,602+12.4% | $82,312-7.7% | $70,126+8.4% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.4pp |
| Annual return | 9.78% | 21.57%-11.8pp | 25.88%-16.1pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,555 | $2,987-14.5% | $3,706-31.1% | $3,332-23.3% |
| Admin fee / account holder | $3,502 | $4,512-22.4% | $5,608-37.6% | $4,645-24.6% |