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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 | $63,571 | $52,279+21.6% | $89,414-28.9% | $79,852-20.4% |
| Participation rate | 60.6% | 57.5%+3.1pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | 10.33% | 22.16%-11.8pp | 245.50%-235.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,289 | $2,740+20.0% | $3,890-15.4% | $3,740-12.1% |
| Admin fee / account holder | $30,683 | $3,356+814.2% | $4,883+528.3% | $5,306+478.2% |