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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 | $34,971 | $29,733+17.6% | $56,025-37.6% | $80,959-56.8% |
| Participation rate | 57.9% | 41.7%+16.2pp | 52.5%+5.4pp | 67.7%-9.8pp |
| Annual return | 10.44% | 35.28%-24.8pp | 1712.69%-1702.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,072 | $672+208.4% | $1,042+98.9% | $2,757-24.9% |
| Participant deferral / active EE | $4,496 | $1,229+265.7% | $1,955+130.0% | $4,300+4.5% |
| Admin fee / account holder | $1,718 | $2,434-29.4% | $2,828-39.3% | $6,925-75.2% |