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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 | $53,010 | $78,690-32.6% | $161,489-67.2% | $87,485-39.4% |
| Participation rate | 31.4% | 67.5%-36.0pp | 78.7%-47.3pp | 68.9%-37.5pp |
| Annual return | 0.66% | 32.74%-32.1pp | 89.72%-89.1pp | 26.06%-25.4pp |
| Employer contribution / active EE | $1,119 | $2,588-56.7% | $4,268-73.8% | $2,596-56.9% |
| Participant deferral / active EE | $2,484 | $3,311-25.0% | $5,630-55.9% | $4,274-41.9% |
| Admin fee / account holder | $1,311 | $6,724-80.5% | $16,006-91.8% | $7,775-83.1% |