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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 | $37,100 | $135,956-72.7% | $123,894-70.1% | $273,972-86.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.28% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,209 | $5,170-76.6% | $4,617-73.8% | $4,869-75.2% |
| Participant deferral / active EE | $4,132 | $6,343-34.9% | $5,984-31.0% | $5,287-21.9% |
| Admin fee / account holder | $415 | $9,817-95.8% | $8,357-95.0% | $10,133-95.9% |