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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 | $35,337 | $34,316+3.0% | $74,722-52.7% | $72,975-51.6% |
| Participation rate | 28.0% | 42.4%-14.4pp | 54.5%-26.4pp | 69.5%-41.4pp |
| Annual return | 17.43% | 26.58%-9.1pp | 753.11%-735.7pp | 81.01%-63.6pp |
| Employer contribution / active EE | $309 | $692-55.3% | $1,084-71.5% | $2,440-87.3% |
| Participant deferral / active EE | $638 | $1,272-49.8% | $1,963-67.5% | $3,608-82.3% |
| Admin fee / account holder | $1,409 | $2,125-33.7% | $3,335-57.7% | $5,124-72.5% |