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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 | $42,866 | $90,486-52.6% | $78,676-45.5% | $273,972-84.4% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 0.48% | 75.62%-75.1pp | 62.19%-61.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $977 | $3,175-69.2% | $2,850-65.7% | $4,869-79.9% |
| Participant deferral / active EE | $1,781 | $3,901-54.3% | $3,517-49.3% | $5,287-66.3% |
| Admin fee / account holder | $4,440 | $5,263-15.6% | $4,510-1.5% | $10,133-56.2% |