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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 | $64,233 | $71,197-9.8% | $93,669-31.4% | $80,925-20.6% |
| Participation rate | 45.0% | 60.4%-15.4pp | 68.7%-23.7pp | 67.7%-22.7pp |
| Annual return | 9.70% | 11.27%-1.6pp | 133.59%-123.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,141 | $1,565-27.1% | $2,424-52.9% | $2,756-58.6% |
| Participant deferral / active EE | $1,978 | $4,036-51.0% | $4,416-55.2% | $4,299-54.0% |
| Admin fee / account holder | $5,601 | $6,959-19.5% | $8,291-32.4% | $6,940-19.3% |