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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 | $63,876 | $60,349+5.8% | $74,184-13.9% | $62,881+1.6% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 4.29% | 21.38%-17.1pp | 17.74%-13.4pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,154 | $2,856-24.6% | $3,550-39.3% | $3,203-32.8% |
| Admin fee / account holder | $8,964 | $4,261+110.4% | $5,586+60.5% | $4,296+108.7% |