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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 | $51,907 | $215,361-75.9% | $171,082-69.7% | $273,972-81.1% |
| Participation rate | 64.7% | 82.0%-17.3pp | 76.7%-12.0pp | 83.0%-18.3pp |
| Annual return | 0.60% | 25.14%-24.5pp | 32.56%-32.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $2,224 | $4,967-55.2% | $4,002-44.4% | $4,869-54.3% |
| Participant deferral / active EE | $4,064 | $5,543-26.7% | $4,797-15.3% | $5,287-23.1% |
| Admin fee / account holder | $10,956 | $10,846+1.0% | $8,520+28.6% | $10,133+8.1% |