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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 | $56,688 | $58,828-3.6% | $78,002-27.3% | $62,881-9.8% |
| Participation rate | 46.2% | 71.1%-24.9pp | 75.5%-29.4pp | 69.3%-23.2pp |
| Annual return | 2.91% | 17.16%-14.3pp | 425.99%-423.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,828 | $2,686-31.9% | $3,497-47.7% | $3,203-42.9% |
| Admin fee / account holder | $3,162 | $4,393-28.0% | $5,481-42.3% | $4,296-26.4% |