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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 | $44,306 | $29,319+51.1% | $52,425-15.5% | $82,448-46.3% |
| Participation rate | 29.5% | 46.9%-17.4pp | 55.6%-26.1pp | 68.1%-38.6pp |
| Annual return | 14.43% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $391 | $586-33.3% | $914-57.2% | $2,551-84.7% |
| Participant deferral / active EE | $1,804 | $1,171+54.0% | $1,790+0.8% | $4,139-56.4% |
| Admin fee / account holder | $4,728 | $1,962+140.9% | $2,495+89.5% | $7,234-34.7% |