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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 | $77,879 | $181,896-57.2% | $156,551-50.3% | $273,972-71.6% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 1.53% | 30.74%-29.2pp | 32.23%-30.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,362 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $4,447 | $5,550-19.9% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $15,906 | $15,560+2.2% | $13,028+22.1% | $10,133+57.0% |