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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 | $53,048 | $54,541-2.7% | $78,778-32.7% | $70,126-24.4% |
| Participation rate | 60.4% | 60.8%-0.4pp | 69.2%-8.8pp | 69.5%-9.1pp |
| Annual return | 8.47% | 21.07%-12.6pp | 35.62%-27.1pp | 73.15%-64.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,127 | $2,210-3.8% | $2,958-28.1% | $3,332-36.2% |
| Admin fee / account holder | $13,251 | $3,709+257.3% | $5,134+158.1% | $4,645+185.2% |