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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 | $75,504 | $71,057+6.3% | $93,654-19.4% | $80,874-6.6% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.6%-4.3pp |
| Annual return | 8.49% | 11.26%-2.8pp | 133.34%-124.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,766 | $4,034-31.4% | $4,413-37.3% | $4,297-35.6% |
| Admin fee / account holder | $377 | $6,944-94.6% | $8,282-95.5% | $6,935-94.6% |