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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 | $54,895 | $39,132+40.3% | $57,196-4.0% | $62,881-12.7% |
| Participation rate | 39.4% | 70.5%-31.1pp | 75.3%-35.9pp | 69.3%-29.9pp |
| Annual return | -0.18% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,109 | $2,374-11.2% | $3,096-31.9% | $3,203-34.2% |
| Admin fee / account holder | $2,400 | $2,594-7.5% | $3,141-23.6% | $4,296-44.1% |