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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 | $62,378 | $39,132+59.4% | $57,196+9.1% | $62,881-0.8% |
| Participation rate | 56.8% | 70.5%-13.7pp | 75.3%-18.6pp | 69.3%-12.5pp |
| Annual return | 0.35% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,003 | $2,374-15.6% | $3,096-35.3% | $3,203-37.5% |
| Admin fee / account holder | $1,380 | $2,594-46.8% | $3,141-56.1% | $4,296-67.9% |