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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 | $61,335 | $72,607-15.5% | $90,259-32.0% | $87,485-29.9% |
| Participation rate | 38.7% | 64.8%-26.1pp | 70.7%-32.0pp | 68.9%-30.2pp |
| Annual return | 6.56% | 18.59%-12.0pp | 18.88%-12.3pp | 26.06%-19.5pp |
| Employer contribution / active EE | $446 | $1,919-76.7% | $2,291-80.5% | $2,596-82.8% |
| Participant deferral / active EE | $1,543 | $3,055-49.5% | $3,827-59.7% | $4,274-63.9% |
| Admin fee / account holder | $7,115 | $5,947+19.7% | $7,267-2.1% | $7,775-8.5% |