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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 | $53,647 | $58,493-8.3% | $84,021-36.2% | $72,975-26.5% |
| Participation rate | 30.5% | 61.2%-30.7pp | 69.0%-38.5pp | 69.5%-39.0pp |
| Annual return | 6.50% | 28.93%-22.4pp | 71.32%-64.8pp | 81.01%-74.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,940 | $2,394-18.9% | $3,239-40.1% | $3,608-46.2% |
| Admin fee / account holder | $4,244 | $4,569-7.1% | $6,102-30.4% | $5,124-17.2% |