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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 | $29,716+1.4% | $56,077-46.2% | $80,925-62.7% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.7%-36.1pp |
| Annual return | 10.37% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.3pp |
| Employer contribution / active EE | $827 | $671+23.3% | $1,040-20.5% | $2,756-70.0% |
| Participant deferral / active EE | $1,314 | $1,228+6.9% | $1,954-32.8% | $4,299-69.4% |
| Admin fee / account holder | $2,777 | $2,432+14.2% | $2,825-1.7% | $6,940-60.0% |