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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 | $58,539 | $50,554+15.8% | $67,681-13.5% | $87,485-33.1% |
| Participation rate | 64.4% | 67.7%-3.3pp | 73.7%-9.3pp | 68.9%-4.5pp |
| Annual return | 7.82% | 17.81%-10.0pp | 590.58%-582.8pp | 26.06%-18.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,406 | $2,961+15.0% | $3,976-14.3% | $4,274-20.3% |
| Admin fee / account holder | $11,995 | $4,132+190.3% | $6,100+96.6% | $7,775+54.3% |