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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 | $38,963 | $29,667+31.3% | $56,441-31.0% | $80,874-51.8% |
| Participation rate | 44.9% | 41.7%+3.3pp | 52.5%-7.6pp | 67.6%-22.7pp |
| Annual return | 9.88% | 35.22%-25.3pp | 1704.21%-1694.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $628 | $669-6.2% | $1,039-39.6% | $2,756-77.2% |
| Participant deferral / active EE | $1,404 | $1,227+14.4% | $1,953-28.1% | $4,297-67.3% |
| Admin fee / account holder | $7,377 | $2,429+203.6% | $2,829+160.7% | $6,935+6.4% |