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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 | $69,105 | $29,319+135.7% | $52,425+31.8% | $82,448-16.2% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 9.53% | 535.20%-525.7pp | 302.12%-292.6pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,237 | $586+110.9% | $914+35.3% | $2,551-51.5% |
| Participant deferral / active EE | $1,739 | $1,171+48.4% | $1,790-2.9% | $4,139-58.0% |
| Admin fee / account holder | $2,619 | $1,962+33.5% | $2,495+5.0% | $7,234-63.8% |