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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 | $55,316 | $47,848+15.6% | $81,473-32.1% | $70,126-21.1% |
| Participation rate | 37.8% | 58.3%-20.5pp | 68.0%-30.2pp | 69.5%-31.8pp |
| Annual return | 8.91% | 27.25%-18.3pp | 38.78%-29.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,788 | $2,453+258.3% | $3,537+148.5% | $3,332+163.8% |
| Admin fee / account holder | $33,735 | $3,145+972.7% | $4,561+639.6% | $4,645+626.2% |