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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 | $61,189 | $110,410-44.6% | $102,437-40.3% | $145,897-58.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.54% | 24.85%-19.3pp | 24.95%-19.4pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,858 | $4,217-56.0% | $3,871-52.0% | $4,663-60.2% |
| Participant deferral / active EE | $3,127 | $5,622-44.4% | $5,060-38.2% | $6,689-53.3% |
| Admin fee / account holder | $433 | $9,745-95.6% | $8,388-94.8% | $13,390-96.8% |