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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% | $69,701-40.6% | $80,874-48.8% |
| Participation rate | 34.2% | 64.2%-30.0pp | 66.4%-32.2pp | 67.6%-33.4pp |
| Annual return | 11.33% | 19.07%-7.7pp | 100.32%-89.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $306 | $993-69.2% | $1,713-82.2% | $2,756-88.9% |
| Participant deferral / active EE | $1,308 | $1,839-28.9% | $2,887-54.7% | $4,297-69.6% |
| Admin fee / account holder | $6,982 | $2,488+180.6% | $4,717+48.0% | $6,935+0.7% |