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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 | $74,535-29.0% | $100,712-47.5% | $82,637-36.0% |
| Participation rate | 61.8% | 61.2%+0.7pp | 69.3%-7.4pp | 68.1%-6.2pp |
| Annual return | 11.40% | 18.92%-7.5pp | 33.27%-21.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,682 | $3,074-45.3% | $4,085-58.8% | $4,126-59.2% |
| Admin fee / account holder | $3,628 | $6,576-44.8% | $9,256-60.8% | $7,339-50.6% |