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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 | $41,565 | $29,319+41.8% | $52,425-20.7% | $82,448-49.6% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 11.57% | 535.20%-523.6pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,171 | $586+99.7% | $914+28.1% | $2,551-54.1% |
| Participant deferral / active EE | $2,680 | $1,171+128.8% | $1,790+49.7% | $4,139-35.3% |
| Admin fee / account holder | $3,869 | $1,962+97.2% | $2,495+55.1% | $7,234-46.5% |