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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 | $66,995 | $215,361-68.9% | $171,082-60.8% | $273,972-75.5% |
| Participation rate | 46.2% | 82.0%-35.9pp | 76.7%-30.5pp | 83.0%-36.9pp |
| Annual return | 1.10% | 25.14%-24.0pp | 32.56%-31.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $555 | $4,967-88.8% | $4,002-86.1% | $4,869-88.6% |
| Participant deferral / active EE | $5,251 | $5,543-5.3% | $4,797+9.5% | $5,287-0.7% |
| Admin fee / account holder | $76,776 | $10,846+607.9% | $8,520+801.2% | $10,133+657.7% |