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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 | $48,689 | $29,733+63.8% | $56,025-13.1% | $80,959-39.9% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.7%-11.7pp |
| Annual return | 9.02% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $792 | $672+17.9% | $1,042-24.0% | $2,757-71.3% |
| Participant deferral / active EE | $4,009 | $1,229+226.1% | $1,955+105.1% | $4,300-6.8% |
| Admin fee / account holder | $600 | $2,434-75.4% | $2,828-78.8% | $6,925-91.3% |