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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 | $57,909 | $58,493-1.0% | $84,021-31.1% | $72,975-20.6% |
| Participation rate | 47.5% | 61.2%-13.7pp | 69.0%-21.5pp | 69.5%-21.9pp |
| Annual return | 12.84% | 28.93%-16.1pp | 71.32%-58.5pp | 81.01%-68.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,027 | $2,394-15.3% | $3,239-37.4% | $3,608-43.8% |
| Admin fee / account holder | $788 | $4,569-82.8% | $6,102-87.1% | $5,124-84.6% |