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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 | $58,248 | $60,349-3.5% | $74,184-21.5% | $62,881-7.4% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 3.57% | 21.38%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $460 | $1,680-72.6% | $2,370-80.6% | $2,281-79.8% |
| Participant deferral / active EE | $2,961 | $2,856+3.6% | $3,550-16.6% | $3,203-7.6% |
| Admin fee / account holder | $3,145 | $4,261-26.2% | $5,586-43.7% | $4,296-26.8% |