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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 | $45,961 | $106,267-56.7% | $96,520-52.4% | $139,456-67.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 9.54% | 38.45%-28.9pp | 35.72%-26.2pp | 373.45%-363.9pp |
| Employer contribution / active EE | $1,335 | $4,105-67.5% | $3,739-64.3% | $4,753-71.9% |
| Participant deferral / active EE | $2,036 | $5,454-62.7% | $4,879-58.3% | $6,711-69.7% |
| Admin fee / account holder | $7,727 | $7,882-2.0% | $6,733+14.8% | $11,407-32.3% |