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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 | $27,362 | $25,014+9.4% | $69,623-60.7% | $80,935-66.2% |
| Participation rate | 44.0% | 64.2%-20.2pp | 66.4%-22.4pp | 67.7%-23.7pp |
| Annual return | 11.18% | 19.08%-7.9pp | 101.23%-90.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $977 | $991-1.4% | $1,709-42.8% | $2,757-64.5% |
| Participant deferral / active EE | $1,288 | $1,840-30.0% | $2,890-55.4% | $4,299-70.0% |
| Admin fee / account holder | $23,735 | $2,491+852.9% | $4,696+405.4% | $6,924+242.8% |