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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 | $30,472 | $111,814-72.7% | $103,378-70.5% | $145,978-79.1% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 6.65% | 24.80%-18.1pp | 24.91%-18.3pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,109 | $4,215-73.7% | $3,870-71.4% | $4,662-76.2% |
| Participant deferral / active EE | $2,150 | $5,618-61.7% | $5,058-57.5% | $6,690-67.9% |
| Admin fee / account holder | $17,646 | $9,764+80.7% | $8,401+110.0% | $13,400+31.7% |