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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 | $42,974 | $48,076-10.6% | $78,690-45.4% | $62,891-31.7% |
| Participation rate | 56.8% | 65.2%-8.4pp | 73.6%-16.7pp | 69.3%-12.5pp |
| Annual return | 2.51% | 31.35%-28.8pp | 62.18%-59.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,653 | $2,015-18.0% | $2,851-42.0% | $2,281-27.5% |
| Participant deferral / active EE | $2,983 | $2,588+15.3% | $3,517-15.2% | $3,203-6.9% |
| Admin fee / account holder | $8,716 | $3,207+171.8% | $4,511+93.2% | $4,296+102.9% |