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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 | $55,889-4.5% | $76,119-29.9% | $80,935-34.0% |
| Participation rate | 50.6% | 62.1%-11.5pp | 69.1%-18.5pp | 67.7%-17.1pp |
| Annual return | 6.53% | 20.58%-14.1pp | 361.25%-354.7pp | 35.66%-29.1pp |
| Employer contribution / active EE | $646 | $1,866-65.4% | $2,693-76.0% | $2,757-76.6% |
| Participant deferral / active EE | $3,501 | $3,051+14.7% | $4,259-17.8% | $4,299-18.6% |
| Admin fee / account holder | $5,269 | $5,241+0.5% | $6,421-17.9% | $6,924-23.9% |