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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 | $55,318 | $58,828-6.0% | $78,002-29.1% | $62,881-12.0% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.2pp | 69.3%-9.9pp |
| Annual return | 4.06% | 17.16%-13.1pp | 425.99%-421.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $622 | $1,672-62.8% | $2,470-74.8% | $2,281-72.7% |
| Participant deferral / active EE | $1,841 | $2,686-31.4% | $3,497-47.3% | $3,203-42.5% |
| Admin fee / account holder | $1,563 | $4,393-64.4% | $5,481-71.5% | $4,296-63.6% |