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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 | $58,829 | $54,726+7.5% | $68,793-14.5% | $64,181-8.3% |
| Participation rate | 24.2% | 68.0%-43.8pp | 72.2%-48.0pp | 69.6%-45.3pp |
| Annual return | -8.18% | -1.62%-6.6pp | -4.63%-3.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,586 | $2,626-39.6% | $3,311-52.1% | $3,470-54.3% |
| Admin fee / account holder | $527 | $4,027-86.9% | $5,131-89.7% | $4,887-89.2% |