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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 | $28,609 | $29,736-3.8% | $56,033-48.9% | $80,935-64.7% |
| Participation rate | 48.6% | 41.7%+6.9pp | 52.5%-3.9pp | 67.7%-19.1pp |
| Annual return | 10.02% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $464 | $671-30.9% | $1,041-55.4% | $2,757-83.2% |
| Participant deferral / active EE | $1,344 | $1,228+9.4% | $1,954-31.2% | $4,299-68.7% |
| Admin fee / account holder | $2,487 | $2,434+2.2% | $2,827-12.0% | $6,924-64.1% |