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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 | $64,353 | $64,501-0.2% | $108,753-40.8% | $65,306-1.5% |
| Participation rate | 35.3% | 50.8%-15.5pp | 71.1%-35.8pp | 57.7%-22.4pp |
| Annual return | 10.95% | 21.09%-10.1pp | 37.47%-26.5pp | 21.94%-11.0pp |
| Employer contribution / active EE | $595 | $1,069-44.3% | $2,427-75.5% | $1,967-69.7% |
| Participant deferral / active EE | $1,009 | $2,401-58.0% | $4,115-75.5% | $2,959-65.9% |
| Admin fee / account holder | $4,458 | $4,971-10.3% | $10,320-56.8% | $3,480+28.1% |