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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 | $30,837 | $54,763-43.7% | $90,324-65.9% | $72,976-57.7% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 4.97% | 30.63%-25.7pp | 78.15%-73.2pp | 81.02%-76.0pp |
| Employer contribution / active EE | $619 | $2,093-70.5% | $2,856-78.3% | $2,440-74.6% |
| Participant deferral / active EE | $1,386 | $2,887-52.0% | $3,885-64.3% | $3,608-61.6% |
| Admin fee / account holder | $3,430 | $3,973-13.7% | $5,356-35.9% | $5,124-33.1% |