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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 | $57,312 | $57,140+0.3% | $85,240-32.8% | $80,959-29.2% |
| Participation rate | 27.6% | 56.4%-28.8pp | 67.5%-39.9pp | 67.7%-40.1pp |
| Annual return | 4.70% | 21.71%-17.0pp | 66.75%-62.1pp | 35.67%-31.0pp |
| Employer contribution / active EE | $443 | $1,802-75.4% | $2,735-83.8% | $2,757-83.9% |
| Participant deferral / active EE | $2,332 | $3,115-25.2% | $4,527-48.5% | $4,300-45.8% |
| Admin fee / account holder | $4,446 | $4,992-10.9% | $6,165-27.9% | $6,925-35.8% |