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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 | $49,712 | $60,349-17.6% | $74,184-33.0% | $62,881-20.9% |
| Participation rate | 16.3% | 72.7%-56.4pp | 76.6%-60.3pp | 69.3%-53.0pp |
| Annual return | 4.05% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,300 | $2,856-54.5% | $3,550-63.4% | $3,203-59.4% |
| Admin fee / account holder | $850 | $4,261-80.1% | $5,586-84.8% | $4,296-80.2% |