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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 | $49,928 | $58,848-15.2% | $88,179-43.4% | $82,637-39.6% |
| Participation rate | 64.3% | 57.9%+6.4pp | 69.1%-4.9pp | 68.1%-3.8pp |
| Annual return | 10.39% | 22.76%-12.4pp | 64.97%-54.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,083 | $3,124-33.3% | $4,614-54.9% | $4,126-49.5% |
| Admin fee / account holder | $16,784 | $4,795+250.0% | $7,673+118.7% | $7,339+128.7% |