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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 | $61,270 | $153,769-60.2% | $133,975-54.3% | $273,972-77.6% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.1%-41.6pp | 83.0%-37.6pp |
| Annual return | 2.27% | 36.51%-34.2pp | 29.29%-27.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,124 | $6,029-64.8% | $5,211-59.2% | $4,869-56.4% |
| Participant deferral / active EE | $6,480 | $6,958-6.9% | $6,282+3.2% | $5,287+22.6% |
| Admin fee / account holder | $34,228 | $11,765+190.9% | $9,324+267.1% | $10,133+237.8% |