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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 | $29,733+31.0% | $56,025-30.5% | $80,959-51.9% |
| Participation rate | 44.9% | 41.7%+3.2pp | 52.5%-7.6pp | 67.7%-22.7pp |
| Annual return | 9.88% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $628 | $672-6.5% | $1,042-39.7% | $2,757-77.2% |
| Participant deferral / active EE | $1,404 | $1,229+14.2% | $1,955-28.2% | $4,300-67.4% |
| Admin fee / account holder | $7,377 | $2,434+203.1% | $2,828+160.8% | $6,925+6.5% |