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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 | $30,908 | $53,128-41.8% | $86,582-64.3% | $70,126-55.9% |
| Participation rate | 53.3% | 65.3%-12.0pp | 73.5%-20.2pp | 69.5%-16.2pp |
| Annual return | 11.24% | 27.66%-16.4pp | 965.08%-953.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $668 | $2,068-67.7% | $2,839-76.5% | $2,343-71.5% |
| Participant deferral / active EE | $1,703 | $2,695-36.8% | $3,609-52.8% | $3,332-48.9% |
| Admin fee / account holder | $5,327 | $3,584+48.6% | $4,904+8.6% | $4,645+14.7% |