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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% | $69,611-56.9% | $80,925-62.9% |
| Participation rate | 27.0% | 64.2%-37.2pp | 66.4%-39.4pp | 67.7%-40.6pp |
| Annual return | 10.03% | 19.08%-9.0pp | 101.14%-91.1pp | 35.65%-25.6pp |
| Employer contribution / active EE | $327 | $991-67.1% | $1,709-80.9% | $2,756-88.2% |
| Participant deferral / active EE | $1,813 | $1,840-1.4% | $2,891-37.3% | $4,299-57.8% |
| Admin fee / account holder | $1,370 | $2,491-45.0% | $4,696-70.8% | $6,940-80.3% |