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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 | $80,731-60.9% | $103,378-69.5% | $74,400-57.6% |
| Participation rate | 48.8% | 65.7%-16.9pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 6.53% | 27.56%-21.0pp | 24.91%-18.4pp | 1367.51%-1361.0pp |
| Employer contribution / active EE | $988 | $3,159-68.7% | $3,870-74.5% | $2,624-62.4% |
| Participant deferral / active EE | $2,359 | $3,862-38.9% | $5,058-53.4% | $4,348-45.8% |
| Admin fee / account holder | $1,889 | $2,369-20.3% | $8,401-77.5% | $1,944-2.8% |