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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 | $56,441 | $83,485-32.4% | $125,195-54.9% | $72,976-22.7% |
| Participation rate | 65.1% | 73.3%-8.2pp | 79.8%-14.7pp | 69.5%-4.4pp |
| Annual return | 1.07% | 25.77%-24.7pp | 43.79%-42.7pp | 81.02%-79.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,398 | $3,586-33.1% | $4,937-51.4% | $3,608-33.5% |
| Admin fee / account holder | $11,076 | $5,518+100.7% | $9,704+14.1% | $5,124+116.2% |