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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 | $66,048 | $54,541+21.1% | $78,778-16.2% | $70,126-5.8% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 11.57% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,120 | $2,210-49.3% | $2,958-62.1% | $3,332-66.4% |
| Admin fee / account holder | $795 | $3,709-78.6% | $5,134-84.5% | $4,645-82.9% |