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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 | $66,268 | $58,851+12.6% | $115,170-42.5% | $72,975-9.2% |
| Participation rate | 46.2% | 65.5%-19.4pp | 75.9%-29.8pp | 69.5%-23.3pp |
| Annual return | 14.20% | 23.16%-9.0pp | 35.60%-21.4pp | 81.01%-66.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,978 | $2,643+12.7% | $4,169-28.6% | $3,608-17.4% |
| Admin fee / account holder | $1,694 | $6,370-73.4% | $7,089-76.1% | $5,124-66.9% |