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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 | $51,565 | $215,361-76.1% | $171,082-69.9% | $273,972-81.2% |
| Participation rate | 31.6% | 82.0%-50.4pp | 76.7%-45.1pp | 83.0%-51.4pp |
| Annual return | -1.26% | 25.14%-26.4pp | 32.56%-33.8pp | 41.46%-42.7pp |
| Employer contribution / active EE | $405 | $4,967-91.9% | $4,002-89.9% | $4,869-91.7% |
| Participant deferral / active EE | $1,898 | $5,543-65.8% | $4,797-60.4% | $5,287-64.1% |
| Admin fee / account holder | $2,185 | $10,846-79.9% | $8,520-74.3% | $10,133-78.4% |