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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 | $39,572 | $27,943+41.6% | $58,507-32.4% | $75,177-47.4% |
| Participation rate | 47.5% | 38.8%+8.6pp | 50.9%-3.4pp | 67.2%-19.7pp |
| Annual return | 14.10% | 44.22%-30.1pp | 4252.32%-4238.2pp | 160.75%-146.7pp |
| Employer contribution / active EE | $664 | $670-0.9% | $1,053-37.0% | $2,671-75.2% |
| Participant deferral / active EE | $1,302 | $1,202+8.3% | $1,922-32.3% | $4,126-68.5% |
| Admin fee / account holder | $583 | $1,727-66.2% | $2,486-76.5% | $5,651-89.7% |