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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 | $55,321 | $94,031-41.2% | $115,768-52.2% | $82,448-32.9% |
| Participation rate | 59.2% | 70.4%-11.2pp | 74.4%-15.2pp | 68.1%-8.9pp |
| Annual return | 11.56% | 20.61%-9.1pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,126 | $3,972+3.9% | $4,917-16.1% | $4,139-0.3% |
| Admin fee / account holder | $1,144 | $10,249-88.8% | $12,439-90.8% | $7,234-84.2% |