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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 | $54,697 | $58,493-6.5% | $84,023-34.9% | $72,976-25.0% |
| Participation rate | 59.0% | 61.2%-2.2pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 2.60% | 28.93%-26.3pp | 71.32%-68.7pp | 81.02%-78.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,254 | $2,394-5.8% | $3,239-30.4% | $3,608-37.5% |
| Admin fee / account holder | $17,593 | $4,569+285.1% | $6,102+188.3% | $5,124+243.3% |