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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 | $42,567 | $27,826+53.0% | $65,566-35.1% | $71,511-40.5% |
| Participation rate | 37.0% | 57.6%-20.6pp | 64.9%-27.9pp | 67.9%-30.9pp |
| Annual return | 9.65% | 41.56%-31.9pp | 47.40%-37.8pp | 28.86%-19.2pp |
| Employer contribution / active EE | $296 | $1,405-78.9% | $1,692-82.5% | $2,589-88.6% |
| Participant deferral / active EE | $1,478 | $1,861-20.6% | $2,832-47.8% | $4,291-65.6% |
| Admin fee / account holder | $5,604 | $3,850+45.6% | $4,114+36.2% | $1,588+252.8% |