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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 | $67,775 | $88,707-23.6% | $74,184-8.6% | $273,972-75.3% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 1.45% | 11.94%-10.5pp | 17.74%-16.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $881 | $3,159-72.1% | $2,370-62.8% | $4,869-81.9% |
| Participant deferral / active EE | $3,036 | $4,212-27.9% | $3,550-14.5% | $5,287-42.6% |
| Admin fee / account holder | $1,180 | $8,717-86.5% | $5,586-78.9% | $10,133-88.4% |