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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 | $56,651 | $60,349-6.1% | $74,184-23.6% | $62,881-9.9% |
| Participation rate | 54.9% | 72.7%-17.8pp | 76.6%-21.7pp | 69.3%-14.4pp |
| Annual return | 4.39% | 21.38%-17.0pp | 17.74%-13.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $407 | $1,680-75.8% | $2,370-82.8% | $2,281-82.2% |
| Participant deferral / active EE | $1,947 | $2,856-31.8% | $3,550-45.2% | $3,203-39.2% |
| Admin fee / account holder | $12,855 | $4,261+201.7% | $5,586+130.2% | $4,296+199.3% |