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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 | $56,369 | $99,345-43.3% | $84,753-33.5% | $273,972-79.4% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 0.30% | 22.93%-22.6pp | 22.78%-22.5pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,397 | $4,270-43.9% | $3,712-35.4% | $5,287-54.7% |
| Admin fee / account holder | $4,432 | $6,645-33.3% | $5,333-16.9% | $10,133-56.3% |