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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 | $48,061 | $60,349-20.4% | $74,184-35.2% | $62,881-23.6% |
| Participation rate | 63.2% | 72.7%-9.6pp | 76.6%-13.5pp | 69.3%-6.1pp |
| Annual return | 1.66% | 21.38%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $434 | $1,680-74.1% | $2,370-81.7% | $2,281-81.0% |
| Participant deferral / active EE | $1,864 | $2,856-34.7% | $3,550-47.5% | $3,203-41.8% |
| Admin fee / account holder | $5,295 | $4,261+24.3% | $5,586-5.2% | $4,296+23.3% |