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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 | $57,073+0.4% | $85,126-32.7% | $80,925-29.2% |
| Participation rate | 27.6% | 56.4%-28.8pp | 67.5%-39.9pp | 67.7%-40.1pp |
| Annual return | 4.70% | 21.69%-17.0pp | 66.63%-61.9pp | 35.65%-30.9pp |
| Employer contribution / active EE | $443 | $1,801-75.4% | $2,731-83.8% | $2,756-83.9% |
| Participant deferral / active EE | $2,332 | $3,113-25.1% | $4,523-48.5% | $4,299-45.8% |
| Admin fee / account holder | $4,446 | $4,988-10.9% | $6,160-27.8% | $6,940-35.9% |