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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 | $65,443 | $60,349+8.4% | $74,184-11.8% | $62,881+4.1% |
| Participation rate | 29.0% | 72.7%-43.7pp | 76.6%-47.6pp | 69.3%-40.3pp |
| Annual return | 0.60% | 21.38%-20.8pp | 17.74%-17.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,128 | $1,680-32.9% | $2,370-52.4% | $2,281-50.5% |
| Participant deferral / active EE | $3,283 | $2,856+14.9% | $3,550-7.5% | $3,203+2.5% |
| Admin fee / account holder | $30,676 | $4,261+619.9% | $5,586+449.2% | $4,296+614.1% |