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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 | $29,942 | $84,236-64.5% | $170,435-82.4% | $70,126-57.3% |
| Participation rate | 51.4% | 70.8%-19.4pp | 83.6%-32.2pp | 69.5%-18.1pp |
| Annual return | 6.46% | 23.06%-16.6pp | 205.94%-199.5pp | 73.15%-66.7pp |
| Employer contribution / active EE | $509 | $3,387-85.0% | $5,432-90.6% | $2,343-78.3% |
| Participant deferral / active EE | $1,419 | $3,086-54.0% | $4,939-71.3% | $3,332-57.4% |
| Admin fee / account holder | $5,567 | $5,698-2.3% | $13,881-59.9% | $4,645+19.8% |