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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 | $30,104 | $96,508-68.8% | $75,901-60.3% | $152,897-80.3% |
| Participation rate | 68.4% | 76.2%-7.8pp | 69.3%-0.9pp | 82.5%-14.0pp |
| Annual return | 4.96% | 33.99%-29.0pp | 30.76%-25.8pp | 345.43%-340.5pp |
| Employer contribution / active EE | $491 | $3,310-85.2% | $2,501-80.3% | $4,764-89.7% |
| Participant deferral / active EE | $3,277 | $4,554-28.0% | $3,603-9.1% | $5,851-44.0% |
| Admin fee / account holder | $512 | $8,081-93.7% | $5,420-90.6% | $11,599-95.6% |