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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 | $48,174 | $46,534+3.5% | $64,097-24.8% | $75,177-35.9% |
| Participation rate | 27.8% | 65.9%-38.1pp | 72.3%-44.5pp | 67.2%-39.4pp |
| Annual return | 10.88% | 26.07%-15.2pp | 33.75%-22.9pp | 160.75%-149.9pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,658 | $2,835-41.5% | $3,881-57.3% | $4,126-59.8% |
| Admin fee / account holder | $1,254 | $2,957-57.6% | $3,070-59.1% | $5,651-77.8% |