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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 | $38,541 | $65,712-41.3% | $57,196-32.6% | $273,972-85.9% |
| Participation rate | 61.1% | 78.3%-17.2pp | 75.3%-14.2pp | 83.0%-21.9pp |
| Annual return | 0.51% | 22.01%-21.5pp | 14.59%-14.1pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,295 | $3,280-60.5% | $2,683-51.7% | $4,869-73.4% |
| Participant deferral / active EE | $824 | $3,782-78.2% | $3,096-73.4% | $5,287-84.4% |
| Admin fee / account holder | $1,231 | $4,838-74.6% | $3,141-60.8% | $10,133-87.9% |