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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 | $54,436 | $56,287-3.3% | $80,977-32.8% | $62,881-13.4% |
| Participation rate | 47.9% | 68.9%-21.0pp | 75.8%-27.9pp | 69.3%-21.4pp |
| Annual return | 5.20% | 22.13%-16.9pp | 17.11%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,371 | $1,943-29.4% | $3,715-63.1% | $2,281-39.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,324 | $3,742-37.9% | $5,517-57.9% | $4,296-45.9% |