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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 | $59,126 | $27,800+112.7% | $58,561+1.0% | $71,511-17.3% |
| Participation rate | 41.8% | 34.6%+7.2pp | 50.9%-9.1pp | 67.9%-26.2pp |
| Annual return | 9.34% | 26.80%-17.5pp | 4251.33%-4242.0pp | 28.86%-19.5pp |
| Employer contribution / active EE | $820 | $632+29.8% | $1,053-22.2% | $2,589-68.3% |
| Participant deferral / active EE | $2,068 | $1,208+71.2% | $1,923+7.5% | $4,291-51.8% |
| Admin fee / account holder | $5,980 | $1,637+265.3% | $2,520+137.3% | $1,588+276.5% |