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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 | $58,785 | $52,306+12.4% | $69,779-15.8% | $62,881-6.5% |
| Participation rate | 50.0% | 67.2%-17.2pp | 71.8%-21.8pp | 69.3%-19.3pp |
| Annual return | -3.12% | 13.35%-16.5pp | 12.99%-16.1pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,354 | $2,395+81.8% | $2,931+48.6% | $3,203+35.9% |
| Admin fee / account holder | $1,198 | $3,691-67.6% | $4,381-72.7% | $4,296-72.1% |