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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 | $71,215+14.8% | $93,696-12.7% | $80,935+1.0% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.7%-31.8pp |
| Annual return | 8.60% | 11.27%-2.7pp | 133.74%-125.1pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,559 | $4,037-61.4% | $4,417-64.7% | $4,299-63.7% |
| Admin fee / account holder | $3,543 | $6,958-49.1% | $8,287-57.2% | $6,924-48.8% |