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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 | $73,280 | $110,379-33.6% | $102,412-28.4% | $145,884-49.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 2.85% | 24.84%-22.0pp | 24.94%-22.1pp | 551.85%-549.0pp |
| Employer contribution / active EE | $1,806 | $4,216-57.2% | $3,870-53.3% | $4,662-61.3% |
| Participant deferral / active EE | $2,701 | $5,622-52.0% | $5,060-46.6% | $6,690-59.6% |
| Admin fee / account holder | $3,136 | $9,745-67.8% | $8,388-62.6% | $13,392-76.6% |