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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 | $211,239-87.7% | $178,528-85.4% | $145,877-82.2% |
| Participation rate | 54.2% | 80.8%-26.6pp | 77.1%-22.9pp | 80.3%-26.1pp |
| Annual return | -0.47% | 30.22%-30.7pp | 27.11%-27.6pp | 551.28%-551.8pp |
| Employer contribution / active EE | $927 | $4,570-79.7% | $3,950-76.5% | $4,663-80.1% |
| Participant deferral / active EE | $3,448 | $6,963-50.5% | $6,278-45.1% | $6,691-48.5% |
| Admin fee / account holder | $2,321 | $12,095-80.8% | $10,419-77.7% | $13,402-82.7% |