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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 | $63,172 | $63,082+0.1% | $81,716-22.7% | $79,852-20.9% |
| Participation rate | 56.7% | 67.5%-10.9pp | 72.0%-15.3pp | 69.6%-13.0pp |
| Annual return | 6.48% | 22.66%-16.2pp | 29.49%-23.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $527 | $1,795-70.7% | $4,310-87.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,555 | $2,780-44.1% | $7,108-78.1% | $3,740-58.4% |
| Admin fee / account holder | $2,073 | $4,428-53.2% | $5,159-59.8% | $5,306-60.9% |