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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 | $57,140 | $59,839-4.5% | $81,991-30.3% | $79,852-28.4% |
| Participation rate | 39.2% | 61.6%-22.4pp | 69.3%-30.0pp | 69.6%-30.4pp |
| Annual return | 3.36% | 17.56%-14.2pp | 41.31%-38.0pp | 31.72%-28.4pp |
| Employer contribution / active EE | $654 | $1,713-61.8% | $2,498-73.8% | $2,471-73.5% |
| Participant deferral / active EE | $2,635 | $2,695-2.2% | $3,722-29.2% | $3,740-29.5% |
| Admin fee / account holder | $2,274 | $4,287-46.9% | $5,665-59.8% | $5,306-57.1% |