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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 | $40,760 | $37,446+8.9% | $77,513-47.4% | $79,852-49.0% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.6%-33.6pp |
| Annual return | 9.32% | 39.76%-30.4pp | 54.81%-45.5pp | 31.72%-22.4pp |
| Employer contribution / active EE | $588 | $637-7.8% | $987-40.5% | $2,471-76.2% |
| Participant deferral / active EE | $1,247 | $1,261-1.1% | $1,861-33.0% | $3,740-66.7% |
| Admin fee / account holder | $19,235 | $2,506+667.5% | $2,859+572.8% | $5,306+262.5% |