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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 | $60,336 | $67,602-10.7% | $82,312-26.7% | $70,126-14.0% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 3.57% | 21.57%-18.0pp | 25.88%-22.3pp | 73.15%-69.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,321 | $2,987-22.3% | $3,706-37.4% | $3,332-30.3% |
| Admin fee / account holder | $2,900 | $4,512-35.7% | $5,608-48.3% | $4,645-37.6% |