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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 | $30,463 | $85,171-64.2% | $172,752-82.4% | $72,975-58.3% |
| Participation rate | 29.8% | 70.1%-40.3pp | 82.6%-52.9pp | 69.5%-39.7pp |
| Annual return | 5.39% | 27.32%-21.9pp | 802.97%-797.6pp | 81.01%-75.6pp |
| Employer contribution / active EE | $484 | $3,324-85.4% | $5,144-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $1,138 | $3,260-65.1% | $5,198-78.1% | $3,608-68.5% |
| Admin fee / account holder | $449 | $5,880-92.4% | $13,955-96.8% | $5,124-91.2% |