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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 | $37,263 | $36,948+0.9% | $73,658-49.4% | $87,485-57.4% |
| Participation rate | 20.8% | 46.8%-26.0pp | 57.0%-36.2pp | 68.9%-48.1pp |
| Annual return | 12.32% | 28.64%-16.3pp | 29.72%-17.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $436 | $670-34.9% | $1,032-57.7% | $2,596-83.2% |
| Participant deferral / active EE | $1,201 | $1,379-12.9% | $2,062-41.7% | $4,274-71.9% |
| Admin fee / account holder | $3,211 | $2,531+26.9% | $3,357-4.4% | $7,775-58.7% |