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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 | $52,314 | $65,566-20.2% | $86,235-39.3% | $75,177-30.4% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.6pp | 67.2%-24.9pp |
| Annual return | 12.04% | 46.07%-34.0pp | 1170.03%-1158.0pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,754 | $3,023+24.2% | $3,987-5.8% | $4,126-9.0% |
| Admin fee / account holder | $3,841 | $5,470-29.8% | $6,856-44.0% | $5,651-32.0% |