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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 | $77,764 | $153,311-49.3% | $109,313-28.9% | $273,972-71.6% |
| Participation rate | 61.5% | 80.1%-18.5pp | 71.3%-9.7pp | 83.0%-21.5pp |
| Annual return | 0.92% | 29.86%-28.9pp | 22.07%-21.1pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,685 | $5,619-70.0% | $3,892-56.7% | $4,869-65.4% |
| Participant deferral / active EE | $4,126 | $3,932+4.9% | $3,166+30.3% | $5,287-22.0% |
| Admin fee / account holder | $1,439 | $8,076-82.2% | $5,666-74.6% | $10,133-85.8% |