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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 | $30,956 | $32,037-3.4% | $69,182-55.3% | $62,881-50.8% |
| Participation rate | 42.4% | 43.4%-1.0pp | 55.1%-12.7pp | 69.3%-26.9pp |
| Annual return | 4.49% | 15.16%-10.7pp | -21.93%+26.4pp | 20.14%-15.7pp |
| Employer contribution / active EE | $198 | $679-70.9% | $1,206-83.6% | $2,281-91.3% |
| Participant deferral / active EE | $887 | $1,185-25.2% | $1,897-53.2% | $3,203-72.3% |
| Admin fee / account holder | $2,128 | $2,608-18.4% | $2,697-21.1% | $4,296-50.5% |