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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 | $40,011 | $24,618+62.5% | $71,585-44.1% | $82,637-51.6% |
| Participation rate | 62.1% | 68.2%-6.1pp | 68.2%-6.1pp | 68.1%-6.0pp |
| Annual return | 11.71% | 93.17%-81.5pp | 59.26%-47.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $672 | $852-21.1% | $1,669-59.7% | $2,552-73.7% |
| Participant deferral / active EE | $888 | $1,720-48.4% | $2,923-69.6% | $4,126-78.5% |
| Admin fee / account holder | $4,534 | $3,285+38.0% | $4,712-3.8% | $7,339-38.2% |