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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 | $29,670+64.1% | $56,054-13.1% | $80,911-39.8% |
| Participation rate | 56.0% | 41.7%+14.3pp | 52.5%+3.5pp | 67.6%-11.6pp |
| Annual return | 9.02% | 35.24%-26.2pp | 1705.95%-1696.9pp | 35.63%-26.6pp |
| Employer contribution / active EE | $792 | $670+18.3% | $1,039-23.8% | $2,756-71.3% |
| Participant deferral / active EE | $4,009 | $1,227+226.8% | $1,952+105.4% | $4,297-6.7% |
| Admin fee / account holder | $600 | $2,431-75.3% | $2,822-78.8% | $6,935-91.4% |