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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 | $30,324 | $111,878-72.9% | $93,727-67.6% | $145,897-79.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 4.01% | 204.28%-200.3pp | 133.83%-129.8pp | 552.29%-548.3pp |
| Employer contribution / active EE | $966 | $3,092-68.8% | $2,421-60.1% | $4,663-79.3% |
| Participant deferral / active EE | $2,518 | $4,920-48.8% | $4,417-43.0% | $6,689-62.4% |
| Admin fee / account holder | $8,254 | $10,256-19.5% | $8,292-0.5% | $13,390-38.4% |