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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 | $37,886 | $28,167+34.5% | $73,658-48.6% | $64,728-41.5% |
| Participation rate | 15.3% | 21.1%-5.7pp | 57.0%-41.7pp | 57.9%-42.6pp |
| Annual return | 12.33% | 139.75%-127.4pp | 29.72%-17.4pp | 49.38%-37.0pp |
| Employer contribution / active EE | $98 | $373-73.8% | $1,032-90.5% | $2,243-95.6% |
| Participant deferral / active EE | $349 | $597-41.5% | $2,062-83.1% | $2,729-87.2% |
| Admin fee / account holder | $1,487 | $1,791-17.0% | $3,357-55.7% | $1,145+29.8% |