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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 | $48,664 | $80,731-39.7% | $103,378-52.9% | $74,400-34.6% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.4pp | 67.2%-1.1pp |
| Annual return | 10.50% | 27.56%-17.1pp | 24.91%-14.4pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,323 | $3,862+11.9% | $5,058-14.5% | $4,348-0.6% |
| Admin fee / account holder | $1,526 | $2,369-35.6% | $8,401-81.8% | $1,944-21.5% |