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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 | $25,637 | $106,280-75.9% | $96,538-73.4% | $139,487-81.6% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 7.58% | 38.48%-30.9pp | 35.74%-28.2pp | 373.84%-366.3pp |
| Employer contribution / active EE | $934 | $4,107-77.3% | $3,740-75.0% | $4,755-80.4% |
| Participant deferral / active EE | $1,717 | $5,457-68.5% | $4,880-64.8% | $6,713-74.4% |
| Admin fee / account holder | $888 | $7,888-88.7% | $6,737-86.8% | $11,407-92.2% |