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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 | $44,584 | $79,867-44.2% | $120,344-63.0% | $64,340-30.7% |
| Participation rate | 57.0% | 63.0%-5.9pp | 76.7%-19.7pp | 55.2%+1.8pp |
| Annual return | 6.30% | 21.10%-14.8pp | 20.30%-14.0pp | 24.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,813 | $3,593-49.6% | $5,135-64.7% | $2,980-39.2% |
| Admin fee / account holder | $5,105 | $5,039+1.3% | $12,742-59.9% | $3,703+37.9% |