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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 | $30,032 | $85,060-64.7% | $70,548-57.4% | $139,456-78.5% |
| Participation rate | 53.3% | 73.9%-20.6pp | 68.3%-15.0pp | 80.3%-27.0pp |
| Annual return | 0.42% | 30.38%-30.0pp | 32.78%-32.4pp | 373.45%-373.0pp |
| Employer contribution / active EE | $2,746 | $3,911-29.8% | $2,975-7.7% | $4,753-42.2% |
| Participant deferral / active EE | $3,984 | $5,890-32.4% | $4,567-12.8% | $6,711-40.6% |
| Admin fee / account holder | $5,756 | $8,925-35.5% | $6,424-10.4% | $11,407-49.5% |