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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 | $29,716+19.6% | $56,077-36.6% | $80,925-56.1% |
| Participation rate | 34.7% | 41.7%-7.0pp | 52.5%-17.8pp | 67.7%-33.0pp |
| Annual return | 9.12% | 35.30%-26.2pp | 1709.28%-1700.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,055 | $671+57.3% | $1,040+1.4% | $2,756-61.7% |
| Participant deferral / active EE | $2,342 | $1,228+90.6% | $1,954+19.9% | $4,299-45.5% |
| Admin fee / account holder | $1,631 | $2,432-32.9% | $2,825-42.2% | $6,940-76.5% |