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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 | $65,784 | $69,444-5.3% | $92,985-29.3% | $87,485-24.8% |
| Participation rate | 44.0% | 63.3%-19.3pp | 69.5%-25.5pp | 68.9%-24.9pp |
| Annual return | 10.48% | 23.85%-13.4pp | 27.99%-17.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $975 | $1,917-49.1% | $2,662-63.4% | $2,596-62.4% |
| Participant deferral / active EE | $1,628 | $3,364-51.6% | $4,377-62.8% | $4,274-61.9% |
| Admin fee / account holder | $2,232 | $6,137-63.6% | $9,463-76.4% | $7,775-71.3% |