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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 | $41,115 | $29,733+38.3% | $56,025-26.6% | $80,959-49.2% |
| Participation rate | 37.6% | 41.7%-4.1pp | 52.5%-14.9pp | 67.7%-30.0pp |
| Annual return | 7.04% | 35.28%-28.2pp | 1712.69%-1705.6pp | 35.67%-28.6pp |
| Employer contribution / active EE | $211 | $672-68.6% | $1,042-79.7% | $2,757-92.3% |
| Participant deferral / active EE | $1,124 | $1,229-8.6% | $1,955-42.5% | $4,300-73.9% |
| Admin fee / account holder | $847 | $2,434-65.2% | $2,828-70.1% | $6,925-87.8% |