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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 | $51,198 | $69,273-26.1% | $90,796-43.6% | $82,637-38.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 8.03% | 18.37%-10.3pp | 19.29%-11.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,643 | $3,047-46.1% | $3,822-57.0% | $4,126-60.2% |
| Admin fee / account holder | $7,124 | $5,511+29.3% | $7,024+1.4% | $7,339-2.9% |