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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 | $41,406 | $25,014+65.5% | $69,632-40.5% | $80,959-48.9% |
| Participation rate | 34.2% | 64.2%-30.0pp | 66.4%-32.2pp | 67.7%-33.5pp |
| Annual return | 11.33% | 19.08%-7.7pp | 101.32%-90.0pp | 35.67%-24.3pp |
| Employer contribution / active EE | $306 | $991-69.2% | $1,708-82.1% | $2,757-88.9% |
| Participant deferral / active EE | $1,308 | $1,840-28.9% | $2,889-54.7% | $4,300-69.6% |
| Admin fee / account holder | $6,982 | $2,491+180.3% | $4,695+48.7% | $6,925+0.8% |