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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 | $34,049 | $37,436-9.0% | $77,513-56.1% | $79,858-57.4% |
| Participation rate | 53.6% | 41.5%+12.1pp | 54.2%-0.6pp | 69.6%-16.0pp |
| Annual return | 8.72% | 39.75%-31.0pp | 54.81%-46.1pp | 31.72%-23.0pp |
| Employer contribution / active EE | $542 | $637-14.9% | $987-45.0% | $2,471-78.0% |
| Participant deferral / active EE | $1,491 | $1,261+18.3% | $1,861-19.9% | $3,740-60.1% |
| Admin fee / account holder | $2,692 | $2,505+7.4% | $2,859-5.9% | $5,306-49.3% |