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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 | $52,227 | $117,846-55.7% | $102,434-49.0% | $145,884-64.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 5.01% | 31.90%-26.9pp | 29.46%-24.4pp | 551.85%-546.8pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,023+53.4% | $4,662-0.5% |
| Participant deferral / active EE | $2,292 | $5,733-60.0% | $5,055-54.7% | $6,690-65.7% |
| Admin fee / account holder | $46,305 | $13,356+246.7% | $9,462+389.4% | $13,392+245.8% |