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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 | $57,618 | $62,583-7.9% | $76,767-24.9% | $64,173-10.2% |
| Participation rate | 56.3% | 72.8%-16.6pp | 77.0%-20.7pp | 69.6%-13.3pp |
| Annual return | -8.58% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,945 | $3,145-38.1% | $3,852-49.5% | $3,470-43.9% |
| Admin fee / account holder | $321 | $4,667-93.1% | $6,675-95.2% | $4,887-93.4% |