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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 | $51,881 | $103,392-49.8% | $87,104-40.4% | $152,897-66.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 3.34% | 28.10%-24.8pp | 28.19%-24.8pp | 345.43%-342.1pp |
| Employer contribution / active EE | $2,201 | $3,221-31.7% | $2,521-12.7% | $4,764-53.8% |
| Participant deferral / active EE | $5,739 | $4,778+20.1% | $4,048+41.7% | $5,851-1.9% |
| Admin fee / account holder | $2,214 | $12,194-81.8% | $7,491-70.5% | $11,599-80.9% |