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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 | $56,980 | $59,440-4.1% | $78,004-27.0% | $82,637-31.0% |
| Participation rate | 52.0% | 62.8%-10.8pp | 69.4%-17.4pp | 68.1%-16.1pp |
| Annual return | 10.66% | 40.24%-29.6pp | 31.07%-20.4pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,725 | $1,750-1.5% | $2,469-30.1% | $2,552-32.4% |
| Participant deferral / active EE | $2,524 | $3,138-19.6% | $4,092-38.3% | $4,126-38.8% |
| Admin fee / account holder | $11,531 | $5,504+109.5% | $7,578+52.2% | $7,339+57.1% |