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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 | $99,259 | $135,956-27.0% | $123,894-19.9% | $273,972-63.8% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 0.53% | 56.63%-56.1pp | 47.52%-47.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,012 | $5,170-41.7% | $4,617-34.8% | $4,869-38.1% |
| Participant deferral / active EE | $6,238 | $6,343-1.7% | $5,984+4.2% | $5,287+18.0% |
| Admin fee / account holder | $465 | $9,817-95.3% | $8,357-94.4% | $10,133-95.4% |