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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 | $27,385 | $100,911-72.9% | $90,440-69.7% | $158,966-82.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 3.00% | 1726.62%-1723.6pp | 1294.38%-1291.4pp | 302.95%-300.0pp |
| Employer contribution / active EE | $1,470 | $3,690-60.2% | $3,263-55.0% | $4,762-69.1% |
| Participant deferral / active EE | $4,024 | $4,348-7.5% | $3,964+1.5% | $5,983-32.7% |
| Admin fee / account holder | $2,290 | $6,507-64.8% | $5,615-59.2% | $11,250-79.6% |