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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 | $48,011+17.3% | $63,803-11.8% | $82,637-31.9% |
| Participation rate | 52.8% | 66.6%-13.8pp | 72.7%-19.9pp | 68.1%-15.3pp |
| Annual return | 10.66% | 19.84%-9.2pp | 543.72%-533.1pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,531 | $2,846-46.2% | $3,843-60.2% | $4,126-62.9% |
| Admin fee / account holder | $2,667 | $3,873-31.1% | $5,196-48.7% | $7,339-63.7% |