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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 | $36,927 | $31,388+17.6% | $73,545-49.8% | $62,293-40.7% |
| Participation rate | 35.6% | 39.9%-4.2pp | 54.9%-19.3pp | 69.5%-33.9pp |
| Annual return | 12.30% | 25.34%-13.0pp | -15.16%+27.5pp | 28.90%-16.6pp |
| Employer contribution / active EE | $172 | $498-65.4% | $1,219-85.9% | $2,042-91.6% |
| Participant deferral / active EE | $807 | $1,028-21.5% | $1,806-55.3% | $3,169-74.5% |
| Admin fee / account holder | $10,116 | $299+3279.1% | $2,320+336.1% | $479+2010.5% |