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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 | $57,002 | $59,804-4.7% | $81,982-30.5% | $79,856-28.6% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.3%-14.9pp | 69.6%-15.3pp |
| Annual return | -0.61% | 17.56%-18.2pp | 41.31%-41.9pp | 31.71%-32.3pp |
| Employer contribution / active EE | $635 | $1,713-62.9% | $2,498-74.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,524 | $2,695-43.5% | $3,722-59.1% | $3,741-59.3% |
| Admin fee / account holder | $3,257 | $4,288-24.0% | $5,665-42.5% | $5,306-38.6% |