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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 | $39,285 | $35,183+11.7% | $73,550-46.6% | $70,126-44.0% |
| Participation rate | 16.5% | 42.9%-26.5pp | 54.9%-38.5pp | 69.5%-53.1pp |
| Annual return | 10.83% | 26.90%-16.1pp | -15.16%+26.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $191 | $709-73.1% | $1,219-84.3% | $2,343-91.8% |
| Participant deferral / active EE | $395 | $1,220-67.6% | $1,804-78.1% | $3,332-88.1% |
| Admin fee / account holder | $4,574 | $2,302+98.7% | $2,320+97.2% | $4,645-1.5% |