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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 | $30,280 | $84,233-64.1% | $170,436-82.2% | $70,131-56.8% |
| Participation rate | 35.3% | 70.8%-35.5pp | 83.6%-48.3pp | 69.5%-34.2pp |
| Annual return | 7.14% | 23.06%-15.9pp | 205.94%-198.8pp | 73.14%-66.0pp |
| Employer contribution / active EE | $460 | $3,387-86.4% | $5,433-91.5% | $2,342-80.4% |
| Participant deferral / active EE | $920 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $9,923 | $5,698+74.2% | $13,880-28.5% | $4,645+113.6% |