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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 | $38,392 | $36,948+3.9% | $73,658-47.9% | $87,485-56.1% |
| Participation rate | 14.3% | 46.8%-32.5pp | 57.0%-42.8pp | 68.9%-54.6pp |
| Annual return | 13.43% | 28.64%-15.2pp | 29.72%-16.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $300 | $670-55.2% | $1,032-70.9% | $2,596-88.4% |
| Participant deferral / active EE | $426 | $1,379-69.1% | $2,062-79.4% | $4,274-90.0% |
| Admin fee / account holder | $5,390 | $2,531+113.0% | $3,357+60.6% | $7,775-30.7% |