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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 | $57,949 | $58,627-1.2% | $76,735-24.5% | $82,448-29.7% |
| Participation rate | 51.5% | 63.2%-11.7pp | 69.5%-18.0pp | 68.1%-16.6pp |
| Annual return | 12.74% | 39.10%-26.4pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,562 | $1,729+48.2% | $2,454+4.4% | $2,551+0.4% |
| Participant deferral / active EE | $1,322 | $3,134-57.8% | $4,088-67.7% | $4,139-68.1% |
| Admin fee / account holder | $14,413 | $5,323+170.8% | $7,189+100.5% | $7,234+99.2% |