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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 | $46,597 | $54,541-14.6% | $78,778-40.8% | $70,126-33.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 11.68% | 21.07%-9.4pp | 35.62%-23.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,595 | $2,210+17.4% | $2,958-12.3% | $3,332-22.1% |
| Admin fee / account holder | $2,257 | $3,709-39.1% | $5,134-56.0% | $4,645-51.4% |