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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 | $41,926 | $29,319+43.0% | $52,425-20.0% | $82,448-49.1% |
| Participation rate | 40.7% | 46.9%-6.1pp | 55.6%-14.9pp | 68.1%-27.3pp |
| Annual return | 12.40% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $686 | $586+17.0% | $914-25.0% | $2,551-73.1% |
| Participant deferral / active EE | $1,133 | $1,171-3.3% | $1,790-36.7% | $4,139-72.6% |
| Admin fee / account holder | $2,188 | $1,962+11.5% | $2,495-12.3% | $7,234-69.8% |