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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 | $44,058 | $31,105+41.6% | $53,647-17.9% | $64,097-31.3% |
| Participation rate | 29.5% | 30.7%-1.2pp | 56.3%-26.8pp | 55.2%-25.7pp |
| Annual return | 13.61% | 22.54%-8.9pp | 358.33%-344.7pp | 34.64%-21.0pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,072 | $896+19.6% | $1,813-40.9% | $3,080-65.2% |
| Admin fee / account holder | $3,800 | $2,195+73.1% | $2,460+54.5% | $3,454+10.0% |