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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 | $54,533 | $56,121-2.8% | $92,985-41.4% | $64,340-15.2% |
| Participation rate | 26.4% | 44.9%-18.5pp | 69.5%-43.1pp | 55.2%-28.8pp |
| Annual return | 11.78% | 19.19%-7.4pp | 27.99%-16.2pp | 24.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,604 | $2,362-32.1% | $4,377-63.3% | $2,980-46.2% |
| Admin fee / account holder | $31,701 | $6,869+361.5% | $9,463+235.0% | $3,703+756.2% |