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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 | $112,983 | $135,956-16.9% | $123,894-8.8% | $273,972-58.8% |
| Participation rate | 36.4% | 84.1%-47.7pp | 81.4%-45.0pp | 83.0%-46.7pp |
| Annual return | 2.11% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $932 | $5,170-82.0% | $4,617-79.8% | $4,869-80.9% |
| Participant deferral / active EE | $4,317 | $6,343-31.9% | $5,984-27.9% | $5,287-18.4% |
| Admin fee / account holder | $39,322 | $9,817+300.5% | $8,357+370.5% | $10,133+288.1% |