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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 | $65,909 | $45,050+46.3% | $63,018+4.6% | $70,126-6.0% |
| Participation rate | 52.8% | 69.5%-16.7pp | 74.8%-22.0pp | 69.5%-16.8pp |
| Annual return | 10.09% | 18.76%-8.7pp | 87.62%-77.5pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,762 | $2,466+12.0% | $3,330-17.1% | $3,332-17.1% |
| Admin fee / account holder | $4,980 | $2,834+75.7% | $3,601+38.3% | $4,645+7.2% |