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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 | $30,698 | $90,486-66.1% | $78,676-61.0% | $273,972-88.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 1.82% | 75.62%-73.8pp | 62.19%-60.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,383 | $3,175-56.4% | $2,850-51.5% | $4,869-71.6% |
| Participant deferral / active EE | $1,571 | $3,901-59.7% | $3,517-55.3% | $5,287-70.3% |
| Admin fee / account holder | $1,424 | $5,263-72.9% | $4,510-68.4% | $10,133-85.9% |