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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 | $49,099 | $58,828-16.5% | $78,002-37.1% | $62,881-21.9% |
| Participation rate | 52.8% | 71.1%-18.3pp | 75.5%-22.7pp | 69.3%-16.5pp |
| Annual return | 3.64% | 17.16%-13.5pp | 425.99%-422.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,280 | $2,686-15.1% | $3,497-34.8% | $3,203-28.8% |
| Admin fee / account holder | $2,997 | $4,393-31.8% | $5,481-45.3% | $4,296-30.2% |