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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 | $81,778 | $71,208+14.8% | $93,681-12.7% | $80,911+1.1% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.6%-31.8pp |
| Annual return | 8.60% | 11.27%-2.7pp | 133.47%-124.9pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,559 | $4,035-61.4% | $4,415-64.7% | $4,297-63.7% |
| Admin fee / account holder | $3,543 | $6,951-49.0% | $8,290-57.3% | $6,935-48.9% |