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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 | $64,920-16.0% | $103,693-47.4% | $86,983-37.3% |
| Participation rate | 61.8% | 63.6%-1.8pp | 72.6%-10.8pp | 69.5%-7.7pp |
| Annual return | 11.04% | 30.29%-19.3pp | 47.61%-36.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,294 | $3,241+1.6% | $4,579-28.1% | $4,194-21.5% |
| Admin fee / account holder | $1,474 | $6,191-76.2% | $7,858-81.2% | $7,856-81.2% |