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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 | $81,989 | $75,541+8.5% | $152,093-46.1% | $82,637-0.8% |
| Participation rate | 39.3% | 66.5%-27.3pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 12.99% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,738 | $3,206-45.8% | $5,451-68.1% | $4,126-57.9% |
| Admin fee / account holder | $699 | $6,405-89.1% | $14,497-95.2% | $7,339-90.5% |