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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 | $56,504 | $60,349-6.4% | $74,184-23.8% | $62,881-10.1% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 4.63% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $608 | $1,680-63.8% | $2,370-74.3% | $2,281-73.3% |
| Participant deferral / active EE | $2,511 | $2,856-12.1% | $3,550-29.3% | $3,203-21.6% |
| Admin fee / account holder | $2,656 | $4,261-37.7% | $5,586-52.4% | $4,296-38.2% |