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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 | $26,068 | $100,203-74.0% | $85,240-69.4% | $145,897-82.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 6.91% | 84.28%-77.4pp | 66.75%-59.8pp | 552.29%-545.4pp |
| Employer contribution / active EE | $980 | $3,242-69.8% | $2,735-64.2% | $4,663-79.0% |
| Participant deferral / active EE | $3,960 | $5,299-25.3% | $4,527-12.5% | $6,689-40.8% |
| Admin fee / account holder | $324 | $7,265-95.5% | $6,165-94.7% | $13,390-97.6% |