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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 | $54,881 | $58,493-6.2% | $84,021-34.7% | $72,975-24.8% |
| Participation rate | 27.0% | 61.2%-34.2pp | 69.0%-42.0pp | 69.5%-42.5pp |
| Annual return | 15.36% | 28.93%-13.6pp | 71.32%-56.0pp | 81.01%-65.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,498 | $2,394-37.4% | $3,239-53.7% | $3,608-58.5% |
| Admin fee / account holder | $1,262 | $4,569-72.4% | $6,102-79.3% | $5,124-75.4% |