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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 | $29,716+53.3% | $56,077-18.8% | $80,925-43.7% |
| Participation rate | 65.8% | 41.7%+24.1pp | 52.5%+13.3pp | 67.7%-1.9pp |
| Annual return | 10.28% | 35.30%-25.0pp | 1709.28%-1699.0pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,722 | $671+156.6% | $1,040+65.5% | $2,756-37.5% |
| Participant deferral / active EE | $3,699 | $1,228+201.1% | $1,954+89.3% | $4,299-14.0% |
| Admin fee / account holder | $36,041 | $2,432+1381.9% | $2,825+1175.8% | $6,940+419.3% |