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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 | $26,963 | $35,183-23.4% | $73,550-63.3% | $70,126-61.6% |
| Participation rate | 39.3% | 42.9%-3.6pp | 54.9%-15.6pp | 69.5%-30.3pp |
| Annual return | 7.78% | 26.90%-19.1pp | -15.16%+22.9pp | 73.15%-65.4pp |
| Employer contribution / active EE | $249 | $709-64.9% | $1,219-79.6% | $2,343-89.4% |
| Participant deferral / active EE | $777 | $1,220-36.3% | $1,804-56.9% | $3,332-76.7% |
| Admin fee / account holder | $939 | $2,302-59.2% | $2,320-59.5% | $4,645-79.8% |