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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 | $25,985 | $211,224-87.7% | $178,505-85.4% | $145,897-82.2% |
| Participation rate | 54.2% | 80.8%-26.7pp | 77.1%-23.0pp | 80.3%-26.1pp |
| Annual return | -0.47% | 30.28%-30.8pp | 27.16%-27.6pp | 552.29%-552.8pp |
| Employer contribution / active EE | $927 | $4,577-79.7% | $3,955-76.6% | $4,663-80.1% |
| Participant deferral / active EE | $3,448 | $6,966-50.5% | $6,280-45.1% | $6,689-48.5% |
| Admin fee / account holder | $2,321 | $12,109-80.8% | $10,428-77.7% | $13,390-82.7% |