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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 | $76,288 | $116,203-34.3% | $93,621-18.5% | $152,909-50.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 3.35% | 35.96%-32.6pp | 32.76%-29.4pp | 345.46%-342.1pp |
| Employer contribution / active EE | $1,025 | $3,219-68.2% | $2,719-62.3% | $4,764-78.5% |
| Participant deferral / active EE | $3,327 | $4,605-27.8% | $4,070-18.3% | $5,851-43.1% |
| Admin fee / account holder | $4,199 | $10,751-60.9% | $7,890-46.8% | $11,601-63.8% |