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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 | $45,562 | $29,667+53.6% | $56,441-19.3% | $80,874-43.7% |
| Participation rate | 65.8% | 41.7%+24.1pp | 52.5%+13.3pp | 67.6%-1.9pp |
| Annual return | 10.28% | 35.22%-24.9pp | 1704.21%-1693.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,722 | $669+157.2% | $1,039+65.7% | $2,756-37.5% |
| Participant deferral / active EE | $3,699 | $1,227+201.5% | $1,953+89.4% | $4,297-13.9% |
| Admin fee / account holder | $36,041 | $2,429+1383.5% | $2,829+1173.9% | $6,935+419.7% |