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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 | $59,579 | $48,078+23.9% | $78,676-24.3% | $62,881-5.3% |
| Participation rate | 7.8% | 65.2%-57.4pp | 73.6%-65.7pp | 69.3%-61.5pp |
| Annual return | 3.49% | 31.36%-27.9pp | 62.19%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $925 | $2,587-64.2% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $1,662 | $3,206-48.2% | $4,510-63.1% | $4,296-61.3% |