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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 | $66,796 | $103,387-35.4% | $87,102-23.3% | $152,885-56.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 2.87% | 28.10%-25.2pp | 28.19%-25.3pp | 345.39%-342.5pp |
| Employer contribution / active EE | $1,192 | $3,221-63.0% | $2,521-52.7% | $4,763-75.0% |
| Participant deferral / active EE | $1,687 | $4,778-64.7% | $4,048-58.3% | $5,851-71.2% |
| Admin fee / account holder | $3,177 | $12,193-73.9% | $7,491-57.6% | $11,598-72.6% |