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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 | $30,431 | $93,345-67.4% | $119,126-74.5% | $87,485-65.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 7.48% | 19.08%-11.6pp | 282.11%-274.6pp | 26.06%-18.6pp |
| Employer contribution / active EE | $2,454 | $3,172-22.6% | $4,034-39.2% | $2,596-5.5% |
| Participant deferral / active EE | $3,337 | $4,099-18.6% | $5,318-37.3% | $4,274-21.9% |
| Admin fee / account holder | $2,247 | $8,039-72.0% | $10,693-79.0% | $7,775-71.1% |