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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 | $56,559 | $103,387-45.3% | $87,102-35.1% | $152,885-63.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 1.55% | 28.10%-26.5pp | 28.19%-26.6pp | 345.39%-343.8pp |
| Employer contribution / active EE | $1,270 | $3,221-60.6% | $2,521-49.6% | $4,763-73.3% |
| Participant deferral / active EE | $4,412 | $4,778-7.7% | $4,048+9.0% | $5,851-24.6% |
| Admin fee / account holder | $819 | $12,193-93.3% | $7,491-89.1% | $11,598-92.9% |