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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 | $53,387 | $56,060-4.8% | $76,002-29.8% | $80,874-34.0% |
| Participation rate | 50.6% | 62.0%-11.5pp | 69.1%-18.5pp | 67.6%-17.1pp |
| Annual return | 6.53% | 20.54%-14.0pp | 360.07%-353.5pp | 35.62%-29.1pp |
| Employer contribution / active EE | $646 | $1,873-65.5% | $2,688-76.0% | $2,756-76.6% |
| Participant deferral / active EE | $3,501 | $3,051+14.7% | $4,257-17.8% | $4,297-18.5% |
| Admin fee / account holder | $5,269 | $5,237+0.6% | $6,414-17.8% | $6,935-24.0% |