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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 | $67,195 | $54,757+22.7% | $90,304-25.6% | $72,975-7.9% |
| Participation rate | 36.1% | 65.2%-29.0pp | 73.3%-37.2pp | 69.5%-33.4pp |
| Annual return | 12.16% | 30.63%-18.5pp | 78.13%-66.0pp | 81.01%-68.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,251 | $2,887-22.0% | $3,885-42.1% | $3,608-37.6% |
| Admin fee / account holder | $3,977 | $3,973+0.1% | $5,354-25.7% | $5,124-22.4% |