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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 | $71,288 | $72,492-1.7% | $87,104-18.2% | $72,975-2.3% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 12.82% | 24.46%-11.6pp | 28.19%-15.4pp | 81.01%-68.2pp |
| Employer contribution / active EE | $516 | $1,894-72.8% | $2,521-79.6% | $2,440-78.9% |
| Participant deferral / active EE | $2,367 | $3,270-27.6% | $4,048-41.5% | $3,608-34.4% |
| Admin fee / account holder | $1,275 | $5,055-74.8% | $7,491-83.0% | $5,124-75.1% |