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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 | $49,542 | $48,053+3.1% | $84,623-41.5% | $72,983-32.1% |
| Participation rate | 19.2% | 57.6%-38.3pp | 68.2%-49.0pp | 69.5%-50.3pp |
| Annual return | 16.21% | 37.39%-21.2pp | 258.77%-242.6pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,135 | $2,681+16.9% | $3,899-19.6% | $3,608-13.1% |
| Admin fee / account holder | $31,438 | $3,395+825.9% | $4,913+539.9% | $5,124+513.5% |