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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 | $41,294 | $102,245-59.6% | $89,340-53.8% | $137,256-69.9% |
| Participation rate | 61.5% | 74.9%-13.3pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 3.70% | 21.89%-18.2pp | 20.57%-16.9pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,605 | $2,529-36.5% | $2,231-28.1% | $4,156-61.4% |
| Participant deferral / active EE | $2,631 | $4,436-40.7% | $3,823-31.2% | $6,407-58.9% |
| Admin fee / account holder | $62,240 | $8,085+669.8% | $6,704+828.4% | $12,270+407.2% |