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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 | $58,714 | $57,541+2.0% | $95,740-38.7% | $75,173-21.9% |
| Participation rate | 28.0% | 62.5%-34.5pp | 72.3%-44.3pp | 67.2%-39.2pp |
| Annual return | 9.54% | 34.93%-25.4pp | 28.41%-18.9pp | 160.72%-151.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,152 | $3,074-62.5% | $4,244-72.9% | $4,126-72.1% |
| Admin fee / account holder | $15,677 | $4,099+282.5% | $5,676+176.2% | $5,651+177.4% |