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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 | $30,150 | $96,524-68.8% | $75,900-60.3% | $152,909-80.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.3%-47.1pp | 82.5%-60.2pp |
| Annual return | 8.20% | 33.93%-25.7pp | 30.73%-22.5pp | 345.46%-337.3pp |
| Employer contribution / active EE | $3,885 | $3,311+17.4% | $2,501+55.3% | $4,764-18.4% |
| Participant deferral / active EE | $5,158 | $4,554+13.2% | $3,604+43.1% | $5,851-11.9% |
| Admin fee / account holder | $5,096 | $8,082-36.9% | $5,421-6.0% | $11,601-56.1% |