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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 | $57,186 | $94,439-39.4% | $73,658-22.4% | $154,746-63.0% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | -0.74% | 28.25%-29.0pp | 29.72%-30.5pp | 172.34%-173.1pp |
| Employer contribution / active EE | $753 | $1,257-40.1% | $1,032-27.1% | $4,379-82.8% |
| Participant deferral / active EE | $945 | $2,527-62.6% | $2,062-54.2% | $6,730-86.0% |
| Admin fee / account holder | $374 | $3,843-90.3% | $3,357-88.9% | $14,365-97.4% |