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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 | $55,798 | $215,361-74.1% | $171,082-67.4% | $273,972-79.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 0.58% | 25.14%-24.6pp | 32.56%-32.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $852 | $4,967-82.9% | $4,002-78.7% | $4,869-82.5% |
| Participant deferral / active EE | $5,456 | $5,543-1.6% | $4,797+13.7% | $5,287+3.2% |
| Admin fee / account holder | $5,821 | $10,846-46.3% | $8,520-31.7% | $10,133-42.6% |