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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 | $53,676 | $56,544-5.1% | $75,501-28.9% | $70,126-23.5% |
| Participation rate | 57.1% | 68.1%-11.0pp | 72.4%-15.2pp | 69.5%-12.4pp |
| Annual return | 11.98% | 23.59%-11.6pp | 27.35%-15.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $941 | $1,817-48.2% | $2,352-60.0% | $2,343-59.8% |
| Participant deferral / active EE | $1,645 | $2,580-36.2% | $3,142-47.6% | $3,332-50.6% |
| Admin fee / account holder | $7,526 | $3,827+96.7% | $5,801+29.7% | $4,645+62.0% |