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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 | $71,829 | $49,255+45.8% | $70,494+1.9% | $79,856-10.1% |
| Participation rate | 42.9% | 69.2%-26.3pp | 75.1%-32.2pp | 69.6%-26.8pp |
| Annual return | 2.76% | 30.10%-27.3pp | 109.16%-106.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,779 | $2,768-35.7% | $3,711-52.1% | $3,741-52.4% |
| Admin fee / account holder | $19,674 | $2,879+583.4% | $3,848+411.3% | $5,306+270.8% |