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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 | $30,031 | $29,051+3.4% | $52,425-42.7% | $67,986-55.8% |
| Participation rate | 24.5% | 30.4%-5.9pp | 55.6%-31.1pp | 57.2%-32.7pp |
| Annual return | 11.11% | 24.00%-12.9pp | 302.12%-291.0pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $810 | $873-7.2% | $1,790-54.7% | $3,358-75.9% |
| Admin fee / account holder | $2,370 | $2,113+12.2% | $2,495-5.0% | $3,203-26.0% |