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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 | $78,581 | $99,345-20.9% | $84,753-7.3% | $273,972-71.3% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | -4.44% | 22.93%-27.4pp | 22.78%-27.2pp | 41.46%-45.9pp |
| Employer contribution / active EE | $1,256 | $4,214-70.2% | $3,574-64.9% | $4,869-74.2% |
| Participant deferral / active EE | $2,455 | $4,270-42.5% | $3,712-33.9% | $5,287-53.6% |
| Admin fee / account holder | $1,596 | $6,645-76.0% | $5,333-70.1% | $10,133-84.3% |