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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 | $60,861 | $49,791+22.2% | $78,210-22.2% | $70,131-13.2% |
| Participation rate | 36.0% | 62.3%-26.3pp | 68.7%-32.7pp | 69.5%-33.5pp |
| Annual return | 10.90% | 20.75%-9.8pp | 40.90%-30.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,310 | $2,150-39.1% | $2,823-53.6% | $3,332-60.7% |
| Admin fee / account holder | $9,540 | $3,181+199.9% | $3,758+153.8% | $4,645+105.4% |