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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 | $56,964 | $76,371-25.4% | $93,621-39.2% | $72,975-21.9% |
| Participation rate | 56.7% | 71.8%-15.1pp | 75.8%-19.2pp | 69.5%-12.8pp |
| Annual return | 4.65% | 25.82%-21.2pp | 32.76%-28.1pp | 81.01%-76.4pp |
| Employer contribution / active EE | $1,195 | $2,276-47.5% | $2,719-56.0% | $2,440-51.0% |
| Participant deferral / active EE | $2,194 | $3,538-38.0% | $4,070-46.1% | $3,608-39.2% |
| Admin fee / account holder | $590 | $6,839-91.4% | $7,890-92.5% | $5,124-88.5% |