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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 | $54,385 | $39,132+39.0% | $57,196-4.9% | $62,881-13.5% |
| Participation rate | 20.0% | 70.5%-50.5pp | 75.3%-55.3pp | 69.3%-49.3pp |
| Annual return | 0.08% | 9.24%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,197 | $2,374-49.6% | $3,096-61.4% | $3,203-62.6% |
| Admin fee / account holder | $2,690 | $2,594+3.7% | $3,141-14.4% | $4,296-37.4% |