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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 | $110,337-53.6% | $102,383-50.0% | $145,877-64.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 4.10% | 24.83%-20.7pp | 24.94%-20.8pp | 551.28%-547.2pp |
| Employer contribution / active EE | $879 | $4,216-79.1% | $3,870-77.3% | $4,663-81.1% |
| Participant deferral / active EE | $4,324 | $5,621-23.1% | $5,060-14.5% | $6,691-35.4% |
| Admin fee / account holder | $23,662 | $9,750+142.7% | $8,391+182.0% | $13,402+76.6% |