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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 | $44,653 | $34,308+30.2% | $74,713-40.2% | $72,986-38.8% |
| Participation rate | 57.1% | 42.4%+14.7pp | 54.5%+2.7pp | 69.5%-12.3pp |
| Annual return | 14.90% | 26.58%-11.7pp | 752.99%-738.1pp | 81.01%-66.1pp |
| Employer contribution / active EE | $930 | $692+34.5% | $1,084-14.2% | $2,440-61.9% |
| Participant deferral / active EE | $2,150 | $1,271+69.1% | $1,964+9.5% | $3,607-40.4% |
| Admin fee / account holder | $1,555 | $2,124-26.8% | $3,334-53.3% | $5,124-69.6% |