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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 | $44,188 | $101,618-56.5% | $93,063-52.5% | $137,256-67.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 9.54% | 223.95%-214.4pp | 34.15%-24.6pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,062 | $2,707-23.8% | $2,476-16.7% | $4,156-50.4% |
| Participant deferral / active EE | $3,348 | $4,279-21.8% | $3,958-15.4% | $6,407-47.7% |
| Admin fee / account holder | $18,468 | $6,198+197.9% | $6,033+206.1% | $12,270+50.5% |