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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 | $55,686 | $59,267-6.0% | $96,565-42.3% | $79,390-29.9% |
| Participation rate | 59.6% | 61.9%-2.2pp | 69.8%-10.2pp | 70.7%-11.1pp |
| Annual return | 9.96% | 27.08%-17.1pp | 37.78%-27.8pp | 116.86%-106.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,261 | $2,947-23.3% | $3,848-41.2% | $4,046-44.1% |
| Admin fee / account holder | $1,139 | $659+72.8% | $6,181-81.6% | $626+81.8% |