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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 | $117,829-56.1% | $102,423-49.5% | $145,877-64.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.14% | 31.83%-24.7pp | 29.42%-22.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,376 | $3,615-34.3% | $3,023-21.4% | $4,663-49.1% |
| Participant deferral / active EE | $2,484 | $5,732-56.7% | $5,054-50.9% | $6,691-62.9% |
| Admin fee / account holder | $35,743 | $13,335+168.0% | $9,455+278.0% | $13,402+166.7% |