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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 | $77,084 | $58,828+31.0% | $78,002-1.2% | $62,881+22.6% |
| Participation rate | 54.8% | 71.1%-16.3pp | 75.5%-20.8pp | 69.3%-14.5pp |
| Annual return | 4.40% | 17.16%-12.8pp | 425.99%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,864 | $2,686+6.6% | $3,497-18.1% | $3,203-10.6% |
| Admin fee / account holder | $1,355 | $4,393-69.2% | $5,481-75.3% | $4,296-68.5% |