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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 | $29,716+63.8% | $56,077-13.2% | $80,925-39.8% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.7%-11.7pp |
| Annual return | 9.02% | 35.30%-26.3pp | 1709.28%-1700.3pp | 35.65%-26.6pp |
| Employer contribution / active EE | $792 | $671+18.0% | $1,040-23.9% | $2,756-71.3% |
| Participant deferral / active EE | $4,009 | $1,228+226.3% | $1,954+105.2% | $4,299-6.7% |
| Admin fee / account holder | $600 | $2,432-75.3% | $2,825-78.8% | $6,940-91.4% |