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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 | $36,948+4.4% | $73,658-47.7% | $87,485-55.9% |
| Participation rate | 29.6% | 46.8%-17.2pp | 57.0%-27.4pp | 68.9%-39.3pp |
| Annual return | 13.00% | 28.64%-15.6pp | 29.72%-16.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $596 | $670-11.1% | $1,032-42.3% | $2,596-77.1% |
| Participant deferral / active EE | $2,541 | $1,379+84.2% | $2,062+23.2% | $4,274-40.6% |
| Admin fee / account holder | $937 | $2,531-63.0% | $3,357-72.1% | $7,775-88.0% |