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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 | $97,648-43.3% | $121,663-54.5% | $87,485-36.8% |
| Participation rate | 59.2% | 70.5%-11.3pp | 74.5%-15.3pp | 68.9%-9.7pp |
| Annual return | 11.56% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,126 | $3,923+5.2% | $4,887-15.6% | $4,274-3.5% |
| Admin fee / account holder | $1,144 | $11,100-89.7% | $14,289-92.0% | $7,775-85.3% |