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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 | $56,659 | $60,349-6.1% | $74,184-23.6% | $62,881-9.9% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 3.81% | 21.38%-17.6pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $949 | $1,680-43.5% | $2,370-60.0% | $2,281-58.4% |
| Participant deferral / active EE | $2,076 | $2,856-27.3% | $3,550-41.5% | $3,203-35.2% |
| Admin fee / account holder | $17,515 | $4,261+311.1% | $5,586+213.6% | $4,296+307.7% |