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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 | $61,825 | $100,139-38.3% | $85,187-27.4% | $145,884-57.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.35% | 84.15%-77.8pp | 66.67%-60.3pp | 551.85%-545.5pp |
| Employer contribution / active EE | $799 | $3,238-75.3% | $2,732-70.8% | $4,662-82.9% |
| Participant deferral / active EE | $2,301 | $5,296-56.5% | $4,525-49.1% | $6,690-65.6% |
| Admin fee / account holder | $1,886 | $7,262-74.0% | $6,162-69.4% | $13,392-85.9% |