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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 | $64,925 | $71,057-8.6% | $93,654-30.7% | $80,874-19.7% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.6%-16.2pp |
| Annual return | 4.85% | 11.26%-6.4pp | 133.34%-128.5pp | 35.62%-30.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,456 | $4,034+10.5% | $4,413+1.0% | $4,297+3.7% |
| Admin fee / account holder | $739 | $6,944-89.4% | $8,282-91.1% | $6,935-89.3% |