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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 | $34,682 | $29,733+16.6% | $56,025-38.1% | $80,959-57.2% |
| Participation rate | 18.4% | 41.7%-23.3pp | 52.5%-34.1pp | 67.7%-49.2pp |
| Annual return | 9.82% | 35.28%-25.5pp | 1712.69%-1702.9pp | 35.67%-25.9pp |
| Employer contribution / active EE | $661 | $672-1.5% | $1,042-36.5% | $2,757-76.0% |
| Participant deferral / active EE | $963 | $1,229-21.6% | $1,955-50.7% | $4,300-77.6% |
| Admin fee / account holder | $2,096 | $2,434-13.9% | $2,828-25.9% | $6,925-69.7% |