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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 | $33,791 | $32,037+5.5% | $69,182-51.2% | $62,881-46.3% |
| Participation rate | 35.7% | 43.4%-7.7pp | 55.1%-19.4pp | 69.3%-33.6pp |
| Annual return | 3.81% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $289 | $679-57.5% | $1,206-76.1% | $2,281-87.3% |
| Participant deferral / active EE | $743 | $1,185-37.3% | $1,897-60.8% | $3,203-76.8% |
| Admin fee / account holder | $2,859 | $2,608+9.6% | $2,697+6.0% | $4,296-33.5% |