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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 | $78,245 | $88,672-11.8% | $105,223-25.6% | $82,448-5.1% |
| Participation rate | 54.4% | 67.9%-13.5pp | 75.0%-20.6pp | 68.1%-13.6pp |
| Annual return | 3.73% | 30.86%-27.1pp | 180.65%-176.9pp | 41.64%-37.9pp |
| Employer contribution / active EE | $883 | $3,048-71.0% | $3,689-76.1% | $2,551-65.4% |
| Participant deferral / active EE | $2,155 | $4,036-46.6% | $5,072-57.5% | $4,139-47.9% |
| Admin fee / account holder | $3,925 | $7,146-45.1% | $8,859-55.7% | $7,234-45.7% |