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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 | $39,404 | $36,948+6.6% | $73,658-46.5% | $87,485-55.0% |
| Participation rate | 31.1% | 46.8%-15.7pp | 57.0%-25.9pp | 68.9%-37.8pp |
| Annual return | 13.18% | 28.64%-15.5pp | 29.72%-16.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $412 | $670-38.5% | $1,032-60.1% | $2,596-84.1% |
| Participant deferral / active EE | $664 | $1,379-51.8% | $2,062-67.8% | $4,274-84.5% |
| Admin fee / account holder | $33,169 | $2,531+1210.6% | $3,357+888.2% | $7,775+326.6% |