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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 | $43,749+11.7% | $158,223-69.1% | $65,306-25.2% |
| Participation rate | 28.7% | 56.9%-28.2pp | 79.2%-50.5pp | 57.7%-29.0pp |
| Annual return | 10.58% | 19.41%-8.8pp | 52.09%-41.5pp | 21.94%-11.4pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $934 | $2,019-53.8% | $5,467-82.9% | $2,959-68.5% |
| Admin fee / account holder | $1,928 | $1,930-0.1% | $16,047-88.0% | $3,480-44.6% |