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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 | $54,550 | $51,638+5.6% | $68,368-20.2% | $82,448-33.8% |
| Participation rate | 61.8% | 63.6%-1.8pp | 73.8%-11.9pp | 68.1%-6.2pp |
| Annual return | 11.04% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,294 | $2,914+13.1% | $4,123-20.1% | $4,139-20.4% |
| Admin fee / account holder | $1,474 | $4,643-68.3% | $5,150-71.4% | $7,234-79.6% |