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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 | $45,909 | $54,541-15.8% | $78,778-41.7% | $70,126-34.5% |
| Participation rate | 59.7% | 60.8%-1.1pp | 69.2%-9.5pp | 69.5%-9.8pp |
| Annual return | 11.00% | 21.07%-10.1pp | 35.62%-24.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $319 | $1,089-70.7% | $1,986-83.9% | $2,343-86.4% |
| Participant deferral / active EE | $2,028 | $2,210-8.3% | $2,958-31.5% | $3,332-39.1% |
| Admin fee / account holder | $11,096 | $3,709+199.2% | $5,134+116.1% | $4,645+138.9% |