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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 | $63,547 | $60,349+5.3% | $74,184-14.3% | $62,881+1.1% |
| Participation rate | 41.9% | 72.7%-30.8pp | 76.6%-34.7pp | 69.3%-27.4pp |
| Annual return | -4.81% | 21.38%-26.2pp | 17.74%-22.5pp | 20.14%-25.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,155 | $2,856+10.4% | $3,550-11.1% | $3,203-1.5% |
| Admin fee / account holder | $1,932 | $4,261-54.7% | $5,586-65.4% | $4,296-55.0% |