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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 | $40,878 | $29,051+40.7% | $52,425-22.0% | $67,986-39.9% |
| Participation rate | 18.3% | 30.4%-12.1pp | 55.6%-37.3pp | 57.2%-38.9pp |
| Annual return | 11.34% | 24.00%-12.7pp | 302.12%-290.8pp | 31.67%-20.3pp |
| Employer contribution / active EE | $536 | $412+30.2% | $914-41.4% | $2,019-73.4% |
| Participant deferral / active EE | $996 | $873+14.1% | $1,790-44.4% | $3,358-70.3% |
| Admin fee / account holder | $24,574 | $2,113+1063.2% | $2,495+885.0% | $3,203+667.2% |