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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 | $56,617 | $52,279+8.3% | $89,414-36.7% | $79,852-29.1% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 3.17% | 22.16%-19.0pp | 245.50%-242.3pp | 31.72%-28.6pp |
| Employer contribution / active EE | $1,519 | $1,572-3.3% | $2,586-41.3% | $2,471-38.5% |
| Participant deferral / active EE | $2,692 | $2,740-1.8% | $3,890-30.8% | $3,740-28.0% |
| Admin fee / account holder | $5,849 | $3,356+74.2% | $4,883+19.8% | $5,306+10.2% |