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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 | $46,720 | $46,877-0.3% | $122,354-61.8% | $70,126-33.4% |
| Participation rate | 52.9% | 58.2%-5.3pp | 71.6%-18.7pp | 69.5%-16.6pp |
| Annual return | 11.59% | 24.22%-12.6pp | 30.28%-18.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $423 | $1,288-67.2% | $4,051-89.6% | $2,343-81.9% |
| Participant deferral / active EE | $1,997 | $2,167-7.8% | $3,287-39.2% | $3,332-40.1% |
| Admin fee / account holder | $5,489 | $3,324+65.1% | $5,479+0.2% | $4,645+18.1% |