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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 | $40,223 | $111,814-64.0% | $103,378-61.1% | $145,978-72.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.09% | 24.80%-19.7pp | 24.91%-19.8pp | 550.52%-545.4pp |
| Employer contribution / active EE | $1,805 | $4,215-57.2% | $3,870-53.4% | $4,662-61.3% |
| Participant deferral / active EE | $2,494 | $5,618-55.6% | $5,058-50.7% | $6,690-62.7% |
| Admin fee / account holder | $6,417 | $9,764-34.3% | $8,401-23.6% | $13,400-52.1% |