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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 | $38,123 | $39,132-2.6% | $57,196-33.3% | $62,881-39.4% |
| Participation rate | 57.5% | 70.5%-13.0pp | 75.3%-17.9pp | 69.3%-11.8pp |
| Annual return | 0.94% | 9.24%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,706 | $2,374-28.2% | $3,096-44.9% | $3,203-46.7% |
| Admin fee / account holder | $1,744 | $2,594-32.8% | $3,141-44.5% | $4,296-59.4% |