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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 | $62,421 | $45,041+38.6% | $63,003-0.9% | $70,131-11.0% |
| Participation rate | 48.8% | 69.5%-20.7pp | 74.8%-26.0pp | 69.5%-20.7pp |
| Annual return | 10.14% | 18.76%-8.6pp | 87.59%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,095 | $2,465-15.0% | $3,329-37.1% | $3,332-37.1% |
| Admin fee / account holder | $4,073 | $2,836+43.6% | $3,600+13.1% | $4,645-12.3% |