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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 | $44,978 | $45,043-0.1% | $63,005-28.6% | $70,124-35.9% |
| Participation rate | 62.2% | 69.5%-7.4pp | 74.8%-12.6pp | 69.5%-7.4pp |
| Annual return | 9.60% | 18.76%-9.2pp | 87.59%-78.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,502 | $2,052-26.8% | $2,760-45.6% | $2,342-35.9% |
| Participant deferral / active EE | $1,911 | $2,466-22.5% | $3,329-42.6% | $3,332-42.6% |
| Admin fee / account holder | $23,774 | $2,833+739.1% | $3,599+560.5% | $4,645+411.8% |