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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 | $50,184 | $106,923-53.1% | $84,023-40.3% | $152,909-67.2% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 1.58% | 105.02%-103.4pp | 71.32%-69.7pp | 345.46%-343.9pp |
| Employer contribution / active EE | $1,521 | $2,735-44.4% | $1,984-23.3% | $4,764-68.1% |
| Participant deferral / active EE | $1,837 | $4,013-54.2% | $3,239-43.3% | $5,851-68.6% |
| Admin fee / account holder | $811 | $8,289-90.2% | $6,102-86.7% | $11,601-93.0% |