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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 | $80,511 | $135,956-40.8% | $123,894-35.0% | $273,972-70.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 2.67% | 56.63%-54.0pp | 47.52%-44.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,028 | $5,170-80.1% | $4,617-77.7% | $4,869-78.9% |
| Participant deferral / active EE | $2,724 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $28,088 | $9,817+186.1% | $8,357+236.1% | $10,133+177.2% |