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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 | $58,657 | $63,845-8.1% | $81,370-27.9% | $80,959-27.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.7%-7.7pp |
| Annual return | 1.83% | 16.37%-14.5pp | 24.85%-23.0pp | 35.67%-33.8pp |
| Employer contribution / active EE | $2,504 | $1,980+26.5% | $2,464+1.6% | $2,757-9.2% |
| Participant deferral / active EE | $7,016 | $3,093+126.9% | $3,885+80.6% | $4,300+63.2% |
| Admin fee / account holder | $13,582 | $5,688+138.8% | $5,749+136.2% | $6,925+96.1% |