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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 | $30,553 | $51,631-40.8% | $129,397-76.4% | $80,925-62.2% |
| Participation rate | 52.7% | 56.9%-4.2pp | 69.6%-16.9pp | 67.7%-14.9pp |
| Annual return | 10.17% | 20.77%-10.6pp | 9453.98%-9443.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,069 | $1,583-32.5% | $4,154-74.3% | $2,756-61.2% |
| Participant deferral / active EE | $2,496 | $2,670-6.5% | $4,167-40.1% | $4,299-41.9% |
| Admin fee / account holder | $4,680 | $4,309+8.6% | $7,679-39.1% | $6,940-32.6% |