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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 | $41,557 | $23,330+78.1% | $64,489-35.6% | $82,448-49.6% |
| Participation rate | 64.0% | 68.3%-4.3pp | 67.7%-3.7pp | 68.1%-4.1pp |
| Annual return | 12.64% | 83.66%-71.0pp | 55.03%-42.4pp | 41.64%-29.0pp |
| Employer contribution / active EE | $497 | $824-39.7% | $1,523-67.4% | $2,551-80.5% |
| Participant deferral / active EE | $2,684 | $1,707+57.2% | $2,778-3.4% | $4,139-35.2% |
| Admin fee / account holder | $1,235 | $2,946-58.1% | $4,260-71.0% | $7,234-82.9% |