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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 | $30,037 | $25,014+20.1% | $69,701-56.9% | $80,874-62.9% |
| Participation rate | 27.0% | 64.2%-37.2pp | 66.4%-39.4pp | 67.6%-40.6pp |
| Annual return | 10.03% | 19.07%-9.0pp | 100.32%-90.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $327 | $993-67.1% | $1,713-80.9% | $2,756-88.1% |
| Participant deferral / active EE | $1,813 | $1,839-1.4% | $2,887-37.2% | $4,297-57.8% |
| Admin fee / account holder | $1,370 | $2,488-44.9% | $4,717-70.9% | $6,935-80.2% |