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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 | $49,306 | $28,624+72.3% | $53,647-8.1% | $82,637-40.3% |
| Participation rate | 52.6% | 47.3%+5.4pp | 56.3%-3.6pp | 68.1%-15.4pp |
| Annual return | 14.21% | 664.98%-650.8pp | 358.33%-344.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $689 | $637+8.2% | $962-28.4% | $2,552-73.0% |
| Participant deferral / active EE | $1,991 | $1,196+66.5% | $1,813+9.8% | $4,126-51.7% |
| Admin fee / account holder | $3,791 | $2,022+87.5% | $2,460+54.1% | $7,339-48.3% |