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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 | $56,682 | $57,590-1.6% | $86,233-34.3% | $82,448-31.3% |
| Participation rate | 16.4% | 57.9%-41.5pp | 69.0%-52.7pp | 68.1%-51.7pp |
| Annual return | 12.61% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $539 | $1,655-67.4% | $2,504-78.5% | $2,551-78.9% |
| Participant deferral / active EE | $1,628 | $3,080-47.1% | $4,559-64.3% | $4,139-60.7% |
| Admin fee / account holder | $6,477 | $4,730+36.9% | $8,342-22.4% | $7,234-10.5% |