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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 | $61,550 | $46,877+31.3% | $122,354-49.7% | $70,126-12.2% |
| Participation rate | 67.7% | 58.2%+9.5pp | 71.6%-3.9pp | 69.5%-1.8pp |
| Annual return | 5.88% | 24.22%-18.3pp | 30.28%-24.4pp | 73.15%-67.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,951 | $2,167+128.4% | $3,287+50.6% | $3,332+48.6% |
| Admin fee / account holder | $138,275 | $3,324+4060.2% | $5,479+2423.9% | $4,645+2876.6% |