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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 | $37,456 | $35,183+6.5% | $73,550-49.1% | $70,126-46.6% |
| Participation rate | 33.8% | 42.9%-9.1pp | 54.9%-21.1pp | 69.5%-35.7pp |
| Annual return | 12.57% | 26.90%-14.3pp | -15.16%+27.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $796 | $709+12.3% | $1,219-34.7% | $2,343-66.0% |
| Participant deferral / active EE | $831 | $1,220-31.9% | $1,804-54.0% | $3,332-75.1% |
| Admin fee / account holder | $22,219 | $2,302+865.1% | $2,320+857.8% | $4,645+378.3% |