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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 | $85,466 | $116,203-26.5% | $93,621-8.7% | $152,897-44.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 1.00% | 35.96%-35.0pp | 32.76%-31.8pp | 345.43%-344.4pp |
| Employer contribution / active EE | $701 | $3,219-78.2% | $2,719-74.2% | $4,764-85.3% |
| Participant deferral / active EE | $2,211 | $4,605-52.0% | $4,070-45.7% | $5,851-62.2% |
| Admin fee / account holder | $3,764 | $10,751-65.0% | $7,890-52.3% | $11,599-67.6% |