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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 | $51,145 | $110,410-53.7% | $102,437-50.1% | $145,897-64.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 4.10% | 24.85%-20.7pp | 24.95%-20.8pp | 552.29%-548.2pp |
| Employer contribution / active EE | $879 | $4,217-79.1% | $3,871-77.3% | $4,663-81.1% |
| Participant deferral / active EE | $4,324 | $5,622-23.1% | $5,060-14.6% | $6,689-35.4% |
| Admin fee / account holder | $23,662 | $9,745+142.8% | $8,388+182.1% | $13,390+76.7% |