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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 | $30,147 | $29,733+1.4% | $56,025-46.2% | $80,959-62.8% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.7%-36.1pp |
| Annual return | 10.37% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $827 | $672+23.2% | $1,042-20.6% | $2,757-70.0% |
| Participant deferral / active EE | $1,314 | $1,229+6.8% | $1,955-32.8% | $4,300-69.5% |
| Admin fee / account holder | $2,777 | $2,434+14.1% | $2,828-1.8% | $6,925-59.9% |