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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 | $33,300 | $110,379-69.8% | $102,412-67.5% | $145,884-77.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 1.76% | 24.84%-23.1pp | 24.94%-23.2pp | 551.85%-550.1pp |
| Employer contribution / active EE | $1,978 | $4,216-53.1% | $3,870-48.9% | $4,662-57.6% |
| Participant deferral / active EE | $5,167 | $5,622-8.1% | $5,060+2.1% | $6,690-22.8% |
| Admin fee / account holder | $2,134 | $9,745-78.1% | $8,388-74.6% | $13,392-84.1% |