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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 | $56,306 | $50,554+11.4% | $67,681-16.8% | $87,485-35.6% |
| Participation rate | 52.8% | 67.7%-14.9pp | 73.7%-21.0pp | 68.9%-16.2pp |
| Annual return | 10.66% | 17.81%-7.2pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,531 | $2,961-48.3% | $3,976-61.5% | $4,274-64.2% |
| Admin fee / account holder | $2,667 | $4,132-35.5% | $6,100-56.3% | $7,775-65.7% |