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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 | $30,690 | $105,623-70.9% | $87,502-64.9% | $273,972-88.8% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 0.68% | 12.26%-11.6pp | 12.21%-11.5pp | 41.46%-40.8pp |
| Employer contribution / active EE | $687 | $3,141-78.1% | $2,550-73.0% | $4,869-85.9% |
| Participant deferral / active EE | $1,926 | $3,601-46.5% | $3,149-38.8% | $5,287-63.6% |
| Admin fee / account holder | $3,228 | $4,781-32.5% | $4,221-23.5% | $10,133-68.1% |