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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 | $31,577 | $80,763-60.9% | $102,412-69.2% | $74,459-57.6% |
| Participation rate | 48.8% | 65.7%-16.9pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 6.53% | 27.57%-21.0pp | 24.94%-18.4pp | 1369.70%-1363.2pp |
| Employer contribution / active EE | $988 | $3,160-68.7% | $3,870-74.5% | $2,626-62.4% |
| Participant deferral / active EE | $2,359 | $3,862-38.9% | $5,060-53.4% | $4,350-45.8% |
| Admin fee / account holder | $1,889 | $2,371-20.4% | $8,388-77.5% | $1,945-2.9% |