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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 | $44,439 | $88,707-49.9% | $74,184-40.1% | $273,972-83.8% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 0.12% | 11.94%-11.8pp | 17.74%-17.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,153 | $3,159-63.5% | $2,370-51.3% | $4,869-76.3% |
| Participant deferral / active EE | $2,798 | $4,212-33.6% | $3,550-21.2% | $5,287-47.1% |
| Admin fee / account holder | $1,428 | $8,717-83.6% | $5,586-74.4% | $10,133-85.9% |