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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 | $28,554 | $48,364-41.0% | $71,796-60.2% | $62,881-54.6% |
| Participation rate | 58.4% | 60.6%-2.2pp | 69.1%-10.7pp | 69.3%-10.9pp |
| Annual return | 4.78% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,233 | $2,091+6.8% | $2,794-20.1% | $3,203-30.3% |
| Admin fee / account holder | $4,268 | $3,771+13.2% | $4,815-11.4% | $4,296-0.6% |