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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 | $53,109 | $90,486-41.3% | $78,676-32.5% | $273,972-80.6% |
| Participation rate | 60.9% | 76.5%-15.7pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 0.14% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $487 | $3,175-84.7% | $2,850-82.9% | $4,869-90.0% |
| Participant deferral / active EE | $2,304 | $3,901-41.0% | $3,517-34.5% | $5,287-56.4% |
| Admin fee / account holder | $14,842 | $5,263+182.0% | $4,510+229.1% | $10,133+46.5% |