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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 | $110,337-72.4% | $102,383-70.2% | $145,877-79.1% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 6.65% | 24.83%-18.2pp | 24.94%-18.3pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,109 | $4,216-73.7% | $3,870-71.4% | $4,663-76.2% |
| Participant deferral / active EE | $2,150 | $5,621-61.7% | $5,060-57.5% | $6,691-67.9% |
| Admin fee / account holder | $17,646 | $9,750+81.0% | $8,391+110.3% | $13,402+31.7% |