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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 | $50,501 | $37,446+34.9% | $77,552-34.9% | $79,856-36.8% |
| Participation rate | 64.6% | 41.5%+23.1pp | 54.2%+10.4pp | 69.6%-5.1pp |
| Annual return | 8.28% | 39.76%-31.5pp | 54.82%-46.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,312 | $1,261+83.4% | $1,861+24.2% | $3,741-38.2% |
| Admin fee / account holder | $9,385 | $2,506+274.5% | $2,859+228.2% | $5,306+76.9% |