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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 | $62,040 | $153,769-59.7% | $133,975-53.7% | $273,972-77.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -3.27% | 36.51%-39.8pp | 29.29%-32.6pp | 41.46%-44.7pp |
| Employer contribution / active EE | $1,634 | $6,029-72.9% | $5,211-68.6% | $4,869-66.4% |
| Participant deferral / active EE | $7,665 | $6,958+10.2% | $6,282+22.0% | $5,287+45.0% |
| Admin fee / account holder | $555 | $11,765-95.3% | $9,324-94.1% | $10,133-94.5% |