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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 | $54,913 | $64,909-15.4% | $82,312-33.3% | $62,293-11.8% |
| Participation rate | 61.0% | 74.9%-13.9pp | 76.9%-15.9pp | 69.5%-8.6pp |
| Annual return | 12.93% | 21.18%-8.3pp | 25.88%-12.9pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,659 | $1,676-1.0% | $2,428-31.7% | $2,042-18.8% |
| Participant deferral / active EE | $3,014 | $3,103-2.9% | $3,706-18.7% | $3,169-4.9% |
| Admin fee / account holder | $4,531 | $440+930.7% | $5,608-19.2% | $479+845.3% |