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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 | $53,736 | $65,027-17.4% | $90,970-40.9% | $79,852-32.7% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 6.02% | 30.45%-24.4pp | 134.58%-128.6pp | 31.72%-25.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,905 | $2,512+15.6% | $3,373-13.9% | $3,740-22.3% |
| Admin fee / account holder | $3,448 | $4,535-24.0% | $5,960-42.1% | $5,306-35.0% |