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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 | $79,704 | $41,377+92.6% | $109,313-27.1% | $62,881+26.8% |
| Participation rate | 65.2% | 57.5%+7.7pp | 71.3%-6.0pp | 69.3%-4.1pp |
| Annual return | 1.86% | 11.05%-9.2pp | 22.07%-20.2pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,392 | $2,045+114.8% | $3,166+38.7% | $3,203+37.1% |
| Admin fee / account holder | $6,229 | $2,884+116.0% | $5,666+9.9% | $4,296+45.0% |