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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 | $40,273 | $110,379-63.5% | $102,412-60.7% | $145,884-72.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.14% | 24.84%-19.7pp | 24.94%-19.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,317 | $4,216-68.8% | $3,870-66.0% | $4,662-71.7% |
| Participant deferral / active EE | $3,130 | $5,622-44.3% | $5,060-38.1% | $6,690-53.2% |
| Admin fee / account holder | $3,006 | $9,745-69.1% | $8,388-64.2% | $13,392-77.6% |