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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 | $26,031 | $23,330+11.6% | $64,489-59.6% | $82,448-68.4% |
| Participation rate | 40.0% | 68.3%-28.3pp | 67.7%-27.7pp | 68.1%-28.1pp |
| Annual return | 9.80% | 83.66%-73.9pp | 55.03%-45.2pp | 41.64%-31.8pp |
| Employer contribution / active EE | $662 | $824-19.7% | $1,523-56.5% | $2,551-74.1% |
| Participant deferral / active EE | $1,095 | $1,707-35.9% | $2,778-60.6% | $4,139-73.6% |
| Admin fee / account holder | $1,119 | $2,946-62.0% | $4,260-73.7% | $7,234-84.5% |