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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 | $53,182 | $51,638+3.0% | $68,368-22.2% | $82,448-35.5% |
| Participation rate | 11.8% | 63.6%-51.8pp | 73.8%-62.0pp | 68.1%-56.3pp |
| Annual return | 10.37% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $958 | $2,914-67.1% | $4,123-76.8% | $4,139-76.9% |
| Admin fee / account holder | $1,549 | $4,643-66.6% | $5,150-69.9% | $7,234-78.6% |