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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 | $53,074 | $60,349-12.1% | $74,184-28.5% | $62,881-15.6% |
| Participation rate | 42.9% | 72.7%-29.9pp | 76.6%-33.8pp | 69.3%-26.4pp |
| Annual return | 4.68% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,368 | $1,680-18.6% | $2,370-42.3% | $2,281-40.0% |
| Participant deferral / active EE | $2,930 | $2,856+2.6% | $3,550-17.4% | $3,203-8.5% |
| Admin fee / account holder | $23,324 | $4,261+447.4% | $5,586+317.6% | $4,296+442.9% |