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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 | $86,821 | $181,896-52.3% | $156,551-44.5% | $273,972-68.3% |
| Participation rate | 58.8% | 88.4%-29.6pp | 84.0%-25.2pp | 83.0%-24.2pp |
| Annual return | 0.21% | 30.74%-30.5pp | 32.23%-32.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $2,281 | $6,248-63.5% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $2,378 | $5,550-57.1% | $4,871-51.2% | $5,287-55.0% |
| Admin fee / account holder | $485 | $15,560-96.9% | $13,028-96.3% | $10,133-95.2% |