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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 | $62,535 | $73,981-15.5% | $105,754-40.9% | $62,881-0.5% |
| Participation rate | 50.8% | 71.7%-20.9pp | 78.9%-28.1pp | 69.3%-18.5pp |
| Annual return | 4.57% | 17.60%-13.0pp | 12.25%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,499 | $2,856-47.5% | $4,079-63.2% | $2,281-34.3% |
| Participant deferral / active EE | $2,327 | $4,038-42.4% | $5,326-56.3% | $3,203-27.4% |
| Admin fee / account holder | $452 | $5,976-92.4% | $8,309-94.6% | $4,296-89.5% |