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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 | $76,763 | $67,411+13.9% | $91,004-15.6% | $70,126+9.5% |
| Participation rate | 60.2% | 71.4%-11.1pp | 75.6%-15.4pp | 69.5%-9.3pp |
| Annual return | 7.82% | -40.16%+48.0pp | 4.60%+3.2pp | 73.15%-65.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,324 | $2,823-17.7% | $3,548-34.5% | $3,332-30.2% |
| Admin fee / account holder | $581 | $4,236-86.3% | $5,417-89.3% | $4,645-87.5% |