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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 | $29,716 | $96,524-69.2% | $75,900-60.8% | $152,909-80.6% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.3%-8.2pp | 82.5%-21.3pp |
| Annual return | 10.27% | 33.93%-23.7pp | 30.73%-20.5pp | 345.46%-335.2pp |
| Employer contribution / active EE | $560 | $3,311-83.1% | $2,501-77.6% | $4,764-88.2% |
| Participant deferral / active EE | $1,506 | $4,554-66.9% | $3,604-58.2% | $5,851-74.3% |
| Admin fee / account holder | $14,356 | $8,082+77.6% | $5,421+164.8% | $11,601+23.8% |