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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 | $31,105+20.6% | $53,647-30.0% | $64,097-41.5% |
| Participation rate | 28.6% | 30.7%-2.1pp | 56.3%-27.7pp | 55.2%-26.6pp |
| Annual return | 13.60% | 22.54%-8.9pp | 358.33%-344.7pp | 34.64%-21.0pp |
| Employer contribution / active EE | $362 | $441-18.0% | $962-62.4% | $1,891-80.9% |
| Participant deferral / active EE | $1,188 | $896+32.5% | $1,813-34.5% | $3,080-61.4% |
| Admin fee / account holder | $2,478 | $2,195+12.9% | $2,460+0.7% | $3,454-28.3% |