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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 | $50,448 | $112,729-55.2% | $98,716-48.9% | $137,256-63.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 8.56% | 38.48%-29.9pp | 31.81%-23.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,610 | $2,725-40.9% | $2,279-29.3% | $4,156-61.3% |
| Participant deferral / active EE | $2,519 | $4,640-45.7% | $4,048-37.8% | $6,407-60.7% |
| Admin fee / account holder | $20,721 | $10,129+104.6% | $8,703+138.1% | $12,270+68.9% |