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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 | $52,909 | $57,119-7.4% | $85,187-37.9% | $80,935-34.6% |
| Participation rate | 40.9% | 56.4%-15.5pp | 67.5%-26.6pp | 67.7%-26.8pp |
| Annual return | 7.09% | 21.70%-14.6pp | 66.67%-59.6pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,360 | $1,802-24.5% | $2,732-50.2% | $2,757-50.7% |
| Participant deferral / active EE | $4,190 | $3,115+34.5% | $4,525-7.4% | $4,299-2.5% |
| Admin fee / account holder | $5,108 | $4,990+2.4% | $6,162-17.1% | $6,924-26.2% |