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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 | $55,508 | $153,769-63.9% | $133,975-58.6% | $273,972-79.7% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 1.40% | 36.51%-35.1pp | 29.29%-27.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $3,596 | $6,029-40.4% | $5,211-31.0% | $4,869-26.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,001 | $11,765-91.5% | $9,324-89.3% | $10,133-90.1% |