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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 | $51,743 | $117,895-56.1% | $102,460-49.5% | $145,897-64.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.14% | 31.92%-24.8pp | 29.47%-22.3pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,376 | $3,619-34.4% | $3,025-21.5% | $4,663-49.0% |
| Participant deferral / active EE | $2,484 | $5,736-56.7% | $5,056-50.9% | $6,689-62.9% |
| Admin fee / account holder | $35,743 | $13,353+167.7% | $9,460+277.8% | $13,390+166.9% |