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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 | $48,694 | $47,848+1.8% | $81,473-40.2% | $70,124-30.6% |
| Participation rate | 59.7% | 58.3%+1.4pp | 68.0%-8.3pp | 69.5%-9.9pp |
| Annual return | 10.55% | 27.25%-16.7pp | 38.78%-28.2pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,007 | $2,453-18.2% | $3,537-43.3% | $3,332-39.8% |
| Admin fee / account holder | $4,035 | $3,145+28.3% | $4,561-11.5% | $4,645-13.1% |