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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 | $64,674 | $135,956-52.4% | $123,894-47.8% | $273,972-76.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.67% | 56.63%-55.0pp | 47.52%-45.8pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,158 | $5,170-58.3% | $4,617-53.3% | $4,869-55.7% |
| Participant deferral / active EE | $6,051 | $6,343-4.6% | $5,984+1.1% | $5,287+14.5% |
| Admin fee / account holder | $435 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |