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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 | $30,024 | $117,895-74.5% | $102,460-70.7% | $145,897-79.4% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 6.13% | 31.92%-25.8pp | 29.47%-23.3pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,543 | $5,736-55.7% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $560 | $13,353-95.8% | $9,460-94.1% | $13,390-95.8% |