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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 | $103,111 | $153,311-32.7% | $109,313-5.7% | $273,972-62.4% |
| Participation rate | 28.6% | 80.1%-51.5pp | 71.3%-42.7pp | 83.0%-54.4pp |
| Annual return | 0.49% | 29.86%-29.4pp | 22.07%-21.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $8,346 | $5,619+48.5% | $3,892+114.4% | $4,869+71.4% |
| Participant deferral / active EE | $3,768 | $3,932-4.2% | $3,166+19.0% | $5,287-28.7% |
| Admin fee / account holder | $868 | $8,076-89.2% | $5,666-84.7% | $10,133-91.4% |