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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 | $60,455 | $110,379-45.2% | $102,412-41.0% | $145,884-58.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 3.46% | 24.84%-21.4pp | 24.94%-21.5pp | 551.85%-548.4pp |
| Employer contribution / active EE | $1,062 | $4,216-74.8% | $3,870-72.6% | $4,662-77.2% |
| Participant deferral / active EE | $3,238 | $5,622-42.4% | $5,060-36.0% | $6,690-51.6% |
| Admin fee / account holder | $3,270 | $9,745-66.4% | $8,388-61.0% | $13,392-75.6% |