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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 | $37,527 | $29,051+29.2% | $52,425-28.4% | $67,986-44.8% |
| Participation rate | 28.6% | 30.4%-1.9pp | 55.6%-27.1pp | 57.2%-28.6pp |
| Annual return | 13.60% | 24.00%-10.4pp | 302.12%-288.5pp | 31.67%-18.1pp |
| Employer contribution / active EE | $362 | $412-12.2% | $914-60.5% | $2,019-82.1% |
| Participant deferral / active EE | $1,188 | $873+36.0% | $1,790-33.7% | $3,358-64.6% |
| Admin fee / account holder | $2,478 | $2,113+17.3% | $2,495-0.7% | $3,203-22.6% |