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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 | $44,771 | $110,337-59.4% | $102,383-56.3% | $145,877-69.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.75% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,302 | $4,216-69.1% | $3,870-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $10,836 | $5,621+92.8% | $5,060+114.2% | $6,691+62.0% |
| Admin fee / account holder | $488 | $9,750-95.0% | $8,391-94.2% | $13,402-96.4% |