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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 | $27,091 | $29,716-8.8% | $56,077-51.7% | $80,925-66.5% |
| Participation rate | 27.1% | 41.7%-14.6pp | 52.5%-25.4pp | 67.7%-40.6pp |
| Annual return | 5.56% | 35.30%-29.7pp | 1709.28%-1703.7pp | 35.65%-30.1pp |
| Employer contribution / active EE | $441 | $671-34.2% | $1,040-57.6% | $2,756-84.0% |
| Participant deferral / active EE | $1,350 | $1,228+9.9% | $1,954-30.9% | $4,299-68.6% |
| Admin fee / account holder | $2,316 | $2,432-4.8% | $2,825-18.0% | $6,940-66.6% |