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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 | $51,868 | $53,774-3.5% | $134,162-61.3% | $79,856-35.0% |
| Participation rate | 57.6% | 58.8%-1.2pp | 72.2%-14.6pp | 69.6%-12.1pp |
| Annual return | 6.40% | 19.01%-12.6pp | 36.35%-29.9pp | 31.71%-25.3pp |
| Employer contribution / active EE | $900 | $1,322-31.9% | $3,705-75.7% | $2,471-63.6% |
| Participant deferral / active EE | $979 | $2,420-59.6% | $3,500-72.0% | $3,741-73.8% |
| Admin fee / account holder | $10,571 | $3,985+165.3% | $6,685+58.1% | $5,306+99.2% |