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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 | $64,239 | $60,349+6.4% | $74,184-13.4% | $62,881+2.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 4.68% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,166 | $2,856+80.8% | $3,550+45.5% | $3,203+61.3% |
| Admin fee / account holder | $16,262 | $4,261+281.7% | $5,586+191.1% | $4,296+278.6% |