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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 | $31,300 | $91,167-65.7% | $178,498-82.5% | $79,858-60.8% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 3.99% | 24.19%-20.2pp | 151.09%-147.1pp | 31.72%-27.7pp |
| Employer contribution / active EE | $728 | $3,255-77.6% | $5,011-85.5% | $2,471-70.6% |
| Participant deferral / active EE | $1,654 | $3,236-48.9% | $5,202-68.2% | $3,740-55.8% |
| Admin fee / account holder | $1,081 | $6,747-84.0% | $13,985-92.3% | $5,306-79.6% |