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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 | $57,888 | $71,197-18.7% | $93,669-38.2% | $80,925-28.5% |
| Participation rate | 51.1% | 60.4%-9.3pp | 68.7%-17.7pp | 67.7%-16.6pp |
| Annual return | 8.33% | 11.27%-2.9pp | 133.59%-125.3pp | 35.65%-27.3pp |
| Employer contribution / active EE | $659 | $1,565-57.9% | $2,424-72.8% | $2,756-76.1% |
| Participant deferral / active EE | $3,075 | $4,036-23.8% | $4,416-30.4% | $4,299-28.5% |
| Admin fee / account holder | $8,462 | $6,959+21.6% | $8,291+2.1% | $6,940+21.9% |