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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 | $23,330+71.5% | $64,489-38.0% | $82,448-51.5% |
| Participation rate | 62.1% | 68.3%-6.2pp | 67.7%-5.6pp | 68.1%-6.0pp |
| Annual return | 11.71% | 83.66%-71.9pp | 55.03%-43.3pp | 41.64%-29.9pp |
| Employer contribution / active EE | $672 | $824-18.5% | $1,523-55.9% | $2,551-73.7% |
| Participant deferral / active EE | $888 | $1,707-48.0% | $2,778-68.1% | $4,139-78.6% |
| Admin fee / account holder | $4,534 | $2,946+53.9% | $4,260+6.4% | $7,234-37.3% |