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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 | $29,670+17.9% | $56,054-37.6% | $80,911-56.8% |
| Participation rate | 57.9% | 41.7%+16.2pp | 52.5%+5.4pp | 67.6%-9.8pp |
| Annual return | 10.44% | 35.24%-24.8pp | 1705.95%-1695.5pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,072 | $670+209.3% | $1,039+99.4% | $2,756-24.8% |
| Participant deferral / active EE | $4,496 | $1,227+266.4% | $1,952+130.3% | $4,297+4.6% |
| Admin fee / account holder | $1,718 | $2,431-29.3% | $2,822-39.1% | $6,935-75.2% |