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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 | $35,546 | $29,733+19.5% | $56,025-36.6% | $80,959-56.1% |
| Participation rate | 34.7% | 41.7%-7.1pp | 52.5%-17.8pp | 67.7%-33.0pp |
| Annual return | 9.12% | 35.28%-26.2pp | 1712.69%-1703.6pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,055 | $672+57.1% | $1,042+1.3% | $2,757-61.7% |
| Participant deferral / active EE | $2,342 | $1,229+90.5% | $1,955+19.8% | $4,300-45.5% |
| Admin fee / account holder | $1,631 | $2,434-33.0% | $2,828-42.3% | $6,925-76.4% |