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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 | $38,096 | $103,000-63.0% | $90,300-57.8% | $152,885-75.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 6.74% | 95.19%-88.5pp | 78.11%-71.4pp | 345.39%-338.7pp |
| Employer contribution / active EE | $228 | $3,138-92.7% | $2,854-92.0% | $4,763-95.2% |
| Participant deferral / active EE | $3,928 | $4,281-8.2% | $3,884+1.1% | $5,851-32.9% |
| Admin fee / account holder | $956 | $6,173-84.5% | $5,353-82.1% | $11,598-91.8% |