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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 | $50,394 | $113,338-55.5% | $94,993-47.0% | $147,586-65.9% |
| Participation rate | 45.5% | 78.0%-32.5pp | 73.9%-28.4pp | 82.8%-37.4pp |
| Annual return | 1.27% | 20.80%-19.5pp | 27.14%-25.9pp | 578.59%-577.3pp |
| Employer contribution / active EE | $465 | $3,160-85.3% | $2,603-82.1% | $4,876-90.5% |
| Participant deferral / active EE | $2,464 | $3,777-34.8% | $3,317-25.7% | $5,439-54.7% |
| Admin fee / account holder | $3,034 | $6,063-49.9% | $4,960-38.8% | $10,886-72.1% |