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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 | $52,895 | $76,834-31.2% | $108,359-51.2% | $87,485-39.5% |
| Participation rate | 61.8% | 61.7%+0.1pp | 70.1%-8.3pp | 68.9%-7.1pp |
| Annual return | 11.40% | 19.09%-7.7pp | 36.89%-25.5pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,682 | $3,100-45.7% | $4,137-59.3% | $4,274-60.6% |
| Admin fee / account holder | $3,628 | $6,537-44.5% | $9,741-62.8% | $7,775-53.3% |