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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 | $54,950 | $45,079+21.9% | $69,461-20.9% | $72,983-24.7% |
| Participation rate | 41.2% | 68.5%-27.3pp | 74.6%-33.4pp | 69.5%-28.3pp |
| Annual return | 2.64% | 22.65%-20.0pp | 28.97%-26.3pp | 81.01%-78.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,373 | $2,603-47.2% | $3,536-61.2% | $3,608-61.9% |
| Admin fee / account holder | $1,996 | $3,056-34.7% | $3,840-48.0% | $5,124-61.0% |