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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 | $31,008 | $211,288-85.3% | $178,540-82.6% | $145,884-78.7% |
| Participation rate | 41.7% | 80.8%-39.1pp | 77.1%-35.4pp | 80.3%-38.6pp |
| Annual return | 5.84% | 30.27%-24.4pp | 27.15%-21.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $698 | $4,574-84.7% | $3,953-82.3% | $4,662-85.0% |
| Participant deferral / active EE | $1,469 | $6,967-78.9% | $6,281-76.6% | $6,690-78.0% |
| Admin fee / account holder | $3,633 | $12,105-70.0% | $10,424-65.2% | $13,392-72.9% |