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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 | $62,498 | $53,774+16.2% | $134,162-53.4% | $79,852-21.7% |
| Participation rate | 57.1% | 58.8%-1.6pp | 72.2%-15.0pp | 69.6%-12.5pp |
| Annual return | 7.44% | 19.01%-11.6pp | 36.35%-28.9pp | 31.72%-24.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,641 | $2,420+50.5% | $3,500+4.1% | $3,740-2.6% |
| Admin fee / account holder | $4,777 | $3,985+19.9% | $6,685-28.5% | $5,306-10.0% |