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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 | $30,947 | $35,183-12.0% | $73,550-57.9% | $70,126-55.9% |
| Participation rate | 32.1% | 42.9%-10.8pp | 54.9%-22.8pp | 69.5%-37.4pp |
| Annual return | 11.83% | 26.90%-15.1pp | -15.16%+27.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,786 | $709+152.0% | $1,219+46.5% | $2,343-23.8% |
| Participant deferral / active EE | $433 | $1,220-64.5% | $1,804-76.0% | $3,332-87.0% |
| Admin fee / account holder | $414 | $2,302-82.0% | $2,320-82.2% | $4,645-91.1% |