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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 | $56,265 | $57,590-2.3% | $86,233-34.8% | $82,448-31.8% |
| Participation rate | 52.1% | 57.9%-5.8pp | 69.0%-16.9pp | 68.1%-16.0pp |
| Annual return | 12.67% | 22.41%-9.7pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,188 | $1,655-28.3% | $2,504-52.6% | $2,551-53.4% |
| Participant deferral / active EE | $2,609 | $3,080-15.3% | $4,559-42.8% | $4,139-37.0% |
| Admin fee / account holder | $1,154 | $4,730-75.6% | $8,342-86.2% | $7,234-84.1% |