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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 | $30,804 | $79,449-61.2% | $189,575-83.8% | $85,847-64.1% |
| Participation rate | 54.8% | 66.0%-11.2pp | 78.4%-23.7pp | 69.3%-14.6pp |
| Annual return | 11.23% | 18.45%-7.2pp | 64.19%-53.0pp | 318.61%-307.4pp |
| Employer contribution / active EE | $748 | $2,081-64.0% | $4,412-83.0% | $2,565-70.8% |
| Participant deferral / active EE | $3,564 | $4,051-12.0% | $6,174-42.3% | $3,952-9.8% |
| Admin fee / account holder | $1,855 | $5,377-65.5% | $9,806-81.1% | $6,261-70.4% |