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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 | $45,939 | $29,051+58.1% | $52,425-12.4% | $67,986-32.4% |
| Participation rate | 42.7% | 30.4%+12.2pp | 55.6%-12.9pp | 57.2%-14.5pp |
| Annual return | 11.92% | 24.00%-12.1pp | 302.12%-290.2pp | 31.67%-19.7pp |
| Employer contribution / active EE | $559 | $412+35.6% | $914-38.9% | $2,019-72.3% |
| Participant deferral / active EE | $2,803 | $873+221.1% | $1,790+56.6% | $3,358-16.5% |
| Admin fee / account holder | $12,469 | $2,113+490.2% | $2,495+399.8% | $3,203+289.3% |