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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 | $52,969 | $59,839-11.5% | $81,991-35.4% | $79,852-33.7% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.3%-9.3pp | 69.6%-9.6pp |
| Annual return | 9.45% | 17.56%-8.1pp | 41.31%-31.9pp | 31.72%-22.3pp |
| Employer contribution / active EE | $1,205 | $1,713-29.7% | $2,498-51.8% | $2,471-51.3% |
| Participant deferral / active EE | $2,337 | $2,695-13.3% | $3,722-37.2% | $3,740-37.5% |
| Admin fee / account holder | $2,506 | $4,287-41.5% | $5,665-55.8% | $5,306-52.8% |