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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 | $56,034 | $56,894-1.5% | $84,753-33.9% | $62,881-10.9% |
| Participation rate | 59.0% | 68.5%-9.6pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 0.63% | 6.30%-5.7pp | 22.78%-22.2pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,887 | $2,709+43.5% | $3,712+4.7% | $3,203+21.4% |
| Admin fee / account holder | $13,331 | $3,581+272.3% | $5,333+150.0% | $4,296+210.3% |