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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 | $56,045 | $80,985-30.8% | $96,576-42.0% | $75,181-25.5% |
| Participation rate | 51.2% | 71.8%-20.6pp | 76.0%-24.8pp | 67.2%-16.0pp |
| Annual return | 12.29% | 27.05%-14.8pp | 25.87%-13.6pp | 160.69%-148.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,321 | $3,929-40.9% | $4,851-52.2% | $4,126-43.7% |
| Admin fee / account holder | $34,486 | $6,719+413.3% | $8,253+317.9% | $5,650+510.4% |