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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 | $71,197+6.0% | $93,669-19.4% | $80,925-6.7% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.7%-4.3pp |
| Annual return | 8.49% | 11.27%-2.8pp | 133.59%-125.1pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,766 | $4,036-31.5% | $4,416-37.4% | $4,299-35.7% |
| Admin fee / account holder | $377 | $6,959-94.6% | $8,291-95.5% | $6,940-94.6% |