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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 | $56,751 | $56,277+0.8% | $80,976-29.9% | $62,891-9.8% |
| Participation rate | 56.7% | 69.0%-12.3pp | 75.8%-19.1pp | 69.3%-12.6pp |
| Annual return | 5.47% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,349 | $4,195-20.2% | $5,696-41.2% | $3,203+4.6% |
| Admin fee / account holder | $791 | $3,741-78.8% | $5,516-85.7% | $4,296-81.6% |