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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 | $40,677 | $27,800+46.3% | $58,561-30.5% | $71,511-43.1% |
| Participation rate | 38.1% | 34.6%+3.5pp | 50.9%-12.8pp | 67.9%-29.9pp |
| Annual return | 13.79% | 26.80%-13.0pp | 4251.33%-4237.5pp | 28.86%-15.1pp |
| Employer contribution / active EE | $245 | $632-61.2% | $1,053-76.8% | $2,589-90.5% |
| Participant deferral / active EE | $1,446 | $1,208+19.7% | $1,923-24.8% | $4,291-66.3% |
| Admin fee / account holder | $1,538 | $1,637-6.1% | $2,520-39.0% | $1,588-3.2% |