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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 | $70,979 | $79,557-10.8% | $118,746-40.2% | $70,131+1.2% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.3%-26.3pp | 69.5%-17.5pp |
| Annual return | 10.37% | 25.64%-15.3pp | 24.54%-14.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,335 | $4,089-18.4% | $5,332-37.5% | $3,332+0.1% |
| Admin fee / account holder | $4,931 | $5,374-8.3% | $10,720-54.0% | $4,645+6.1% |