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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 | $47,383 | $90,486-47.6% | $78,676-39.8% | $273,972-82.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 1.43% | 75.62%-74.2pp | 62.19%-60.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,795 | $3,175-43.5% | $2,850-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $6,285 | $3,901+61.1% | $3,517+78.7% | $5,287+18.9% |
| Admin fee / account holder | $1,757 | $5,263-66.6% | $4,510-61.0% | $10,133-82.7% |