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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 | $55,209 | $57,119-3.3% | $85,187-35.2% | $80,935-31.8% |
| Participation rate | 54.5% | 56.4%-1.9pp | 67.5%-13.0pp | 67.7%-13.1pp |
| Annual return | 9.82% | 21.70%-11.9pp | 66.67%-56.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,712 | $1,802-5.0% | $2,732-37.3% | $2,757-37.9% |
| Participant deferral / active EE | $3,593 | $3,115+15.3% | $4,525-20.6% | $4,299-16.4% |
| Admin fee / account holder | $3,288 | $4,990-34.1% | $6,162-46.6% | $6,924-52.5% |