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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 | $95,308 | $153,769-38.0% | $133,975-28.9% | $273,972-65.2% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | -0.02% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,553 | $6,029-74.2% | $5,211-70.2% | $4,869-68.1% |
| Participant deferral / active EE | $3,992 | $6,958-42.6% | $6,282-36.5% | $5,287-24.5% |
| Admin fee / account holder | $4,528 | $11,765-61.5% | $9,324-51.4% | $10,133-55.3% |