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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 | $52,862 | $52,580+0.5% | $71,671-26.2% | $70,124-24.6% |
| Participation rate | 56.0% | 60.9%-4.9pp | 68.7%-12.7pp | 69.5%-13.5pp |
| Annual return | 9.33% | 20.25%-10.9pp | 20.65%-11.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $670 | $1,616-58.5% | $2,460-72.8% | $2,342-71.4% |
| Participant deferral / active EE | $994 | $2,386-58.3% | $3,438-71.1% | $3,332-70.2% |
| Admin fee / account holder | $1,283 | $3,653-64.9% | $5,558-76.9% | $4,645-72.4% |