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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 | $79,569 | $49,255+61.5% | $70,494+12.9% | $79,856-0.4% |
| Participation rate | 32.7% | 69.2%-36.5pp | 75.1%-42.4pp | 69.6%-37.0pp |
| Annual return | 4.80% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,062 | $2,768-25.5% | $3,711-44.4% | $3,741-44.9% |
| Admin fee / account holder | $4,929 | $2,879+71.2% | $3,848+28.1% | $5,306-7.1% |