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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 | $52,378 | $106,267-50.7% | $96,520-45.7% | $139,456-62.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 3.33% | 38.45%-35.1pp | 35.72%-32.4pp | 373.45%-370.1pp |
| Employer contribution / active EE | $1,633 | $4,105-60.2% | $3,739-56.3% | $4,753-65.6% |
| Participant deferral / active EE | $2,886 | $5,454-47.1% | $4,879-40.8% | $6,711-57.0% |
| Admin fee / account holder | $2,498 | $7,882-68.3% | $6,733-62.9% | $11,407-78.1% |