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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 | $55,882 | $60,349-7.4% | $74,184-24.7% | $62,881-11.1% |
| Participation rate | 59.3% | 72.7%-13.5pp | 76.6%-17.4pp | 69.3%-10.0pp |
| Annual return | 2.79% | 21.38%-18.6pp | 17.74%-14.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,289 | $1,680-23.3% | $2,370-45.6% | $2,281-43.5% |
| Participant deferral / active EE | $1,877 | $2,856-34.3% | $3,550-47.1% | $3,203-41.4% |
| Admin fee / account holder | $427 | $4,261-90.0% | $5,586-92.4% | $4,296-90.1% |