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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 | $54,506 | $60,349-9.7% | $74,184-26.5% | $62,881-13.3% |
| Participation rate | 37.0% | 72.7%-35.8pp | 76.6%-39.7pp | 69.3%-32.3pp |
| Annual return | 4.72% | 21.38%-16.7pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,499 | $2,856-47.5% | $3,550-57.8% | $3,203-53.2% |
| Admin fee / account holder | $367 | $4,261-91.4% | $5,586-93.4% | $4,296-91.5% |