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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 | $34,758 | $58,493-40.6% | $84,021-58.6% | $72,975-52.4% |
| Participation rate | 60.9% | 61.2%-0.4pp | 69.0%-8.1pp | 69.5%-8.6pp |
| Annual return | 12.69% | 28.93%-16.2pp | 71.32%-58.6pp | 81.01%-68.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,768 | $2,394+15.6% | $3,239-14.5% | $3,608-23.3% |
| Admin fee / account holder | $2,045 | $4,569-55.2% | $6,102-66.5% | $5,124-60.1% |