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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 | $75,146 | $56,894+32.1% | $84,753-11.3% | $62,881+19.5% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 2.27% | 6.30%-4.0pp | 22.78%-20.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,234 | $2,709-54.4% | $3,712-66.8% | $3,203-61.5% |
| Admin fee / account holder | $1,129 | $3,581-68.5% | $5,333-78.8% | $4,296-73.7% |