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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 | $23,741 | $100,279-76.3% | $81,353-70.8% | $145,884-83.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.97% | 34.49%-31.5pp | 24.82%-21.9pp | 551.85%-548.9pp |
| Employer contribution / active EE | $454 | $2,979-84.8% | $2,464-81.6% | $4,662-90.3% |
| Participant deferral / active EE | $1,816 | $4,611-60.6% | $3,885-53.2% | $6,690-72.8% |
| Admin fee / account holder | $798 | $8,206-90.3% | $5,766-86.2% | $13,392-94.0% |