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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 | $48,868 | $43,496+12.4% | $161,489-69.7% | $64,340-24.0% |
| Participation rate | 28.7% | 53.5%-24.8pp | 78.7%-50.0pp | 55.2%-26.6pp |
| Annual return | 10.58% | 20.76%-10.2pp | 89.72%-79.1pp | 24.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $934 | $1,996-53.2% | $5,630-83.4% | $2,980-68.7% |
| Admin fee / account holder | $1,928 | $2,330-17.3% | $16,006-88.0% | $3,703-47.9% |