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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 | $28,127 | $135,956-79.3% | $123,894-77.3% | $273,972-89.7% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 3.43% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,235 | $5,170-76.1% | $4,617-73.3% | $4,869-74.6% |
| Participant deferral / active EE | $4,619 | $6,343-27.2% | $5,984-22.8% | $5,287-12.6% |
| Admin fee / account holder | $1,931 | $9,817-80.3% | $8,357-76.9% | $10,133-80.9% |