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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 | $30,892 | $227,633-86.4% | $189,597-83.7% | $167,553-81.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 6.78% | 78.45%-71.7pp | 64.20%-57.4pp | 478.89%-472.1pp |
| Employer contribution / active EE | $995 | $5,317-81.3% | $4,412-77.4% | $4,840-79.4% |
| Participant deferral / active EE | $2,185 | $7,003-68.8% | $6,174-64.6% | $6,343-65.6% |
| Admin fee / account holder | $6,174 | $11,879-48.0% | $9,807-37.0% | $12,316-49.9% |