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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 | $33,617 | $29,736+13.1% | $56,033-40.0% | $80,935-58.5% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.7%-36.1pp |
| Annual return | 10.47% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.2pp |
| Employer contribution / active EE | $614 | $671-8.6% | $1,041-41.1% | $2,757-77.7% |
| Participant deferral / active EE | $1,090 | $1,228-11.2% | $1,954-44.2% | $4,299-74.6% |
| Admin fee / account holder | $1,019 | $2,434-58.1% | $2,827-64.0% | $6,924-85.3% |