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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 | $40,064 | $35,183+13.9% | $73,550-45.5% | $70,126-42.9% |
| Participation rate | 9.5% | 42.9%-33.4pp | 54.9%-45.4pp | 69.5%-60.0pp |
| Annual return | 5.46% | 26.90%-21.4pp | -15.16%+20.6pp | 73.15%-67.7pp |
| Employer contribution / active EE | $608 | $709-14.2% | $1,219-50.1% | $2,343-74.0% |
| Participant deferral / active EE | $1,503 | $1,220+23.2% | $1,804-16.7% | $3,332-54.9% |
| Admin fee / account holder | $2,757 | $2,302+19.8% | $2,320+18.9% | $4,645-40.6% |