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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 | $65,315 | $115,225-43.3% | $100,712-35.1% | $138,895-53.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 5.22% | 40.35%-35.1pp | 33.27%-28.1pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,186 | $2,771-57.2% | $2,313-48.7% | $4,194-71.7% |
| Participant deferral / active EE | $1,338 | $4,699-71.5% | $4,085-67.3% | $6,396-79.1% |
| Admin fee / account holder | $32,232 | $10,844+197.2% | $9,256+248.2% | $12,562+156.6% |