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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 | $47,317 | $45,087+4.9% | $69,483-31.9% | $72,976-35.2% |
| Participation rate | 46.3% | 68.5%-22.1pp | 74.6%-28.3pp | 69.5%-23.1pp |
| Annual return | 5.01% | 22.67%-17.7pp | 28.99%-24.0pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,065 | $2,603+17.7% | $3,537-13.3% | $3,608-15.1% |
| Admin fee / account holder | $11,599 | $3,057+279.4% | $3,841+202.0% | $5,124+126.4% |