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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 | $53,223 | $60,349-11.8% | $74,184-28.3% | $62,881-15.4% |
| Participation rate | 62.2% | 72.7%-10.6pp | 76.6%-14.5pp | 69.3%-7.1pp |
| Annual return | -3.75% | 21.38%-25.1pp | 17.74%-21.5pp | 20.14%-23.9pp |
| Employer contribution / active EE | $500 | $1,680-70.2% | $2,370-78.9% | $2,281-78.1% |
| Participant deferral / active EE | $2,002 | $2,856-29.9% | $3,550-43.6% | $3,203-37.5% |
| Admin fee / account holder | $15,148 | $4,261+255.5% | $5,586+171.2% | $4,296+252.6% |