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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 | $50,782 | $110,410-54.0% | $102,437-50.4% | $145,897-65.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.32% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,664 | $4,217-60.5% | $3,871-57.0% | $4,663-64.3% |
| Participant deferral / active EE | $4,806 | $5,622-14.5% | $5,060-5.0% | $6,689-28.2% |
| Admin fee / account holder | $1,251 | $9,745-87.2% | $8,388-85.1% | $13,390-90.7% |