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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 | $31,817 | $90,486-64.8% | $78,676-59.6% | $273,972-88.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 1.88% | 75.62%-73.7pp | 62.19%-60.3pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,007 | $3,175-68.3% | $2,850-64.7% | $4,869-79.3% |
| Participant deferral / active EE | $1,680 | $3,901-56.9% | $3,517-52.2% | $5,287-68.2% |
| Admin fee / account holder | $5,119 | $5,263-2.7% | $4,510+13.5% | $10,133-49.5% |