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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 | $49,340 | $111,814-55.9% | $103,378-52.3% | $145,978-66.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.81% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,788 | $4,215-57.6% | $3,870-53.8% | $4,662-61.6% |
| Participant deferral / active EE | $3,900 | $5,618-30.6% | $5,058-22.9% | $6,690-41.7% |
| Admin fee / account holder | $1,093 | $9,764-88.8% | $8,401-87.0% | $13,400-91.8% |