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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 | $67,748 | $63,861+6.1% | $104,639-35.3% | $79,856-15.2% |
| Participation rate | 30.9% | 64.9%-34.0pp | 74.1%-43.2pp | 69.6%-38.7pp |
| Annual return | 8.93% | 21.30%-12.4pp | 340.67%-331.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $863 | $1,588-45.7% | $2,682-67.8% | $2,471-65.1% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,083 | $4,185-2.4% | $6,465-36.8% | $5,306-23.1% |