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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 | $30,731 | $211,224-85.5% | $178,505-82.8% | $145,897-78.9% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 6.94% | 30.28%-23.3pp | 27.16%-20.2pp | 552.29%-545.4pp |
| Employer contribution / active EE | $743 | $4,577-83.8% | $3,955-81.2% | $4,663-84.1% |
| Participant deferral / active EE | $1,367 | $6,966-80.4% | $6,280-78.2% | $6,689-79.6% |
| Admin fee / account holder | $4,154 | $12,109-65.7% | $10,428-60.2% | $13,390-69.0% |