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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 | $80,357 | $65,395+22.9% | $182,558-56.0% | $72,976+10.1% |
| Participation rate | 54.0% | 65.4%-11.5pp | 78.0%-24.0pp | 69.5%-15.5pp |
| Annual return | 0.97% | 27.68%-26.7pp | 148.59%-147.6pp | 81.02%-80.0pp |
| Employer contribution / active EE | $541 | $1,911-71.7% | $4,076-86.7% | $2,440-77.8% |
| Participant deferral / active EE | $2,110 | $3,563-40.8% | $5,526-61.8% | $3,608-41.5% |
| Admin fee / account holder | $1,169 | $4,245-72.5% | $8,594-86.4% | $5,124-77.2% |