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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 | $38,556 | $29,319+31.5% | $52,425-26.5% | $82,448-53.2% |
| Participation rate | 29.6% | 46.9%-17.2pp | 55.6%-26.0pp | 68.1%-38.4pp |
| Annual return | 13.00% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $596 | $586+1.6% | $914-34.9% | $2,551-76.7% |
| Participant deferral / active EE | $2,541 | $1,171+116.9% | $1,790+41.9% | $4,139-38.6% |
| Admin fee / account holder | $937 | $1,962-52.3% | $2,495-62.5% | $7,234-87.1% |