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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 | $30,369 | $85,171-64.3% | $172,753-82.4% | $72,976-58.4% |
| Participation rate | 58.3% | 70.1%-11.7pp | 82.6%-24.3pp | 69.5%-11.2pp |
| Annual return | 15.93% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,094 | $3,324-67.1% | $5,144-78.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,335 | $3,260-28.4% | $5,198-55.1% | $3,608-35.3% |
| Admin fee / account holder | $2,570 | $5,880-56.3% | $13,956-81.6% | $5,124-49.8% |