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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 | $53,431 | $52,580+1.6% | $71,671-25.5% | $70,126-23.8% |
| Participation rate | 40.4% | 60.9%-20.5pp | 68.7%-28.4pp | 69.5%-29.2pp |
| Annual return | 9.08% | 20.25%-11.2pp | 20.65%-11.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $546 | $1,616-66.2% | $2,460-77.8% | $2,343-76.7% |
| Participant deferral / active EE | $2,373 | $2,386-0.6% | $3,438-31.0% | $3,332-28.8% |
| Admin fee / account holder | $8,248 | $3,653+125.8% | $5,558+48.4% | $4,645+77.6% |