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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 | $40,922 | $35,183+16.3% | $73,550-44.4% | $70,126-41.6% |
| Participation rate | 28.9% | 42.9%-14.0pp | 54.9%-26.0pp | 69.5%-40.6pp |
| Annual return | 4.56% | 26.90%-22.3pp | -15.16%+19.7pp | 73.15%-68.6pp |
| Employer contribution / active EE | $277 | $709-60.9% | $1,219-77.3% | $2,343-88.2% |
| Participant deferral / active EE | $1,189 | $1,220-2.5% | $1,804-34.1% | $3,332-64.3% |
| Admin fee / account holder | $13,785 | $2,302+498.8% | $2,320+494.2% | $4,645+196.7% |