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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 | $56,011 | $57,061-1.8% | $85,063-34.2% | $80,911-30.8% |
| Participation rate | 64.7% | 56.3%+8.4pp | 67.5%-2.8pp | 67.6%-2.9pp |
| Annual return | 9.61% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,404 | $3,110+73.8% | $4,523+19.5% | $4,297+25.8% |
| Admin fee / account holder | $1,837 | $4,986-63.1% | $6,155-70.1% | $6,935-73.5% |