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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 | $45,343+7.8% | $150,298-67.5% | $67,986-28.1% |
| Participation rate | 28.7% | 51.9%-23.2pp | 77.8%-49.1pp | 57.2%-28.5pp |
| Annual return | 10.58% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $934 | $2,055-54.6% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $1,928 | $2,250-14.3% | $14,116-86.3% | $3,203-39.8% |