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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 | $39,642 | $96,558-58.9% | $80,977-51.0% | $273,972-85.5% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | -0.55% | 15.14%-15.7pp | 17.11%-17.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,107 | $4,869-77.3% | $3,715-70.2% | $4,869-77.3% |
| Participant deferral / active EE | $5,555 | $6,598-15.8% | $5,696-2.5% | $5,287+5.1% |
| Admin fee / account holder | $310 | $7,493-95.9% | $5,517-94.4% | $10,133-96.9% |