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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 | $44,653 | $45,043-0.9% | $63,005-29.1% | $70,124-36.3% |
| Participation rate | 56.0% | 69.5%-13.5pp | 74.8%-18.8pp | 69.5%-13.5pp |
| Annual return | 8.29% | 18.76%-10.5pp | 87.59%-79.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,261 | $2,052-38.6% | $2,760-54.3% | $2,342-46.2% |
| Participant deferral / active EE | $2,144 | $2,466-13.0% | $3,329-35.6% | $3,332-35.6% |
| Admin fee / account holder | $1,739 | $2,833-38.6% | $3,599-51.7% | $4,645-62.6% |