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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 | $17,340 | $29,667-41.5% | $56,441-69.3% | $80,874-78.6% |
| Participation rate | 34.5% | 41.7%-7.2pp | 52.5%-18.0pp | 67.6%-33.2pp |
| Annual return | 7.18% | 35.22%-28.0pp | 1704.21%-1697.0pp | 35.62%-28.4pp |
| Employer contribution / active EE | $790 | $669+18.0% | $1,039-24.0% | $2,756-71.3% |
| Participant deferral / active EE | $1,603 | $1,227+30.7% | $1,953-17.9% | $4,297-62.7% |
| Admin fee / account holder | $4,340 | $2,429+78.6% | $2,829+53.4% | $6,935-37.4% |