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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 | $54,292 | $45,041+20.5% | $63,003-13.8% | $70,131-22.6% |
| Participation rate | 7.4% | 69.5%-62.1pp | 74.8%-67.4pp | 69.5%-62.1pp |
| Annual return | 8.35% | 18.76%-10.4pp | 87.59%-79.2pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,870 | $2,465-24.1% | $3,329-43.8% | $3,332-43.9% |
| Admin fee / account holder | $303 | $2,836-89.3% | $3,600-91.6% | $4,645-93.5% |