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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 | $30,259 | $106,923-71.7% | $84,023-64.0% | $152,909-80.2% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 6.79% | 105.02%-98.2pp | 71.32%-64.5pp | 345.46%-338.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,069 | $4,013-73.4% | $3,239-67.0% | $5,851-81.7% |
| Admin fee / account holder | $763 | $8,289-90.8% | $6,102-87.5% | $11,601-93.4% |