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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 | $38,010 | $29,733+27.8% | $56,025-32.2% | $80,959-53.1% |
| Participation rate | 36.7% | 41.7%-5.0pp | 52.5%-15.8pp | 67.7%-31.0pp |
| Annual return | 8.82% | 35.28%-26.5pp | 1712.69%-1703.9pp | 35.67%-26.9pp |
| Employer contribution / active EE | $504 | $672-24.9% | $1,042-51.6% | $2,757-81.7% |
| Participant deferral / active EE | $1,217 | $1,229-1.0% | $1,955-37.7% | $4,300-71.7% |
| Admin fee / account holder | $1,370 | $2,434-43.7% | $2,828-51.6% | $6,925-80.2% |