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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 | $52,996 | $48,284+9.8% | $67,524-21.5% | $80,911-34.5% |
| Participation rate | 28.1% | 66.4%-38.3pp | 72.9%-44.8pp | 67.6%-39.5pp |
| Annual return | 9.74% | 18.27%-8.5pp | 3519.41%-3509.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,596 | $2,927-11.3% | $4,001-35.1% | $4,297-39.6% |
| Admin fee / account holder | $1,756 | $3,688-52.4% | $4,001-56.1% | $6,935-74.7% |