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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 | $62,616 | $60,349+3.8% | $74,184-15.6% | $62,881-0.4% |
| Participation rate | 45.5% | 72.7%-27.3pp | 76.6%-31.2pp | 69.3%-23.9pp |
| Annual return | 4.65% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $382 | $1,680-77.3% | $2,370-83.9% | $2,281-83.3% |
| Participant deferral / active EE | $1,380 | $2,856-51.7% | $3,550-61.1% | $3,203-56.9% |
| Admin fee / account holder | $8,292 | $4,261+94.6% | $5,586+48.4% | $4,296+93.0% |