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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 | $30,983 | $99,053-68.7% | $88,179-64.9% | $138,895-77.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 10.52% | 78.17%-67.6pp | 64.97%-54.4pp | 145.39%-134.9pp |
| Employer contribution / active EE | $740 | $2,882-74.3% | $2,549-71.0% | $4,194-82.4% |
| Participant deferral / active EE | $1,542 | $5,225-70.5% | $4,614-66.6% | $6,396-75.9% |
| Admin fee / account holder | $8,773 | $8,748+0.3% | $7,673+14.3% | $12,562-30.2% |