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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 | $54,261 | $48,364+12.2% | $71,796-24.4% | $62,881-13.7% |
| Participation rate | 27.0% | 60.6%-33.6pp | 69.1%-42.1pp | 69.3%-42.3pp |
| Annual return | 3.85% | 13.16%-9.3pp | 78.04%-74.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,261 | $2,091-39.7% | $2,794-54.9% | $3,203-60.6% |
| Admin fee / account holder | $5,299 | $3,771+40.5% | $4,815+10.0% | $4,296+23.3% |