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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 | $54,501 | $60,349-9.7% | $74,184-26.5% | $62,881-13.3% |
| Participation rate | 49.1% | 72.7%-23.6pp | 76.6%-27.5pp | 69.3%-20.2pp |
| Annual return | 2.48% | 21.38%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,440 | $2,856-14.6% | $3,550-31.3% | $3,203-23.8% |
| Admin fee / account holder | $3,009 | $4,261-29.4% | $5,586-46.1% | $4,296-30.0% |