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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 | $57,935 | $58,627-1.2% | $76,735-24.5% | $82,448-29.7% |
| Participation rate | 40.0% | 63.2%-23.2pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 9.52% | 39.10%-29.6pp | 29.77%-20.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,117 | $1,729-35.4% | $2,454-54.5% | $2,551-56.2% |
| Participant deferral / active EE | $2,875 | $3,134-8.3% | $4,088-29.7% | $4,139-30.6% |
| Admin fee / account holder | $10,292 | $5,323+93.4% | $7,189+43.2% | $7,234+42.3% |