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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 | $75,522 | $74,535+1.3% | $100,712-25.0% | $82,637-8.6% |
| Participation rate | 27.5% | 61.2%-33.6pp | 69.3%-41.7pp | 68.1%-40.5pp |
| Annual return | 11.71% | 18.92%-7.2pp | 33.27%-21.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,385 | $3,074-22.4% | $4,085-41.6% | $4,126-42.2% |
| Admin fee / account holder | $2,770 | $6,576-57.9% | $9,256-70.1% | $7,339-62.3% |