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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 | $29,097 | $27,936+4.2% | $58,561-50.3% | $75,173-61.3% |
| Participation rate | 41.7% | 38.8%+2.8pp | 50.9%-9.2pp | 67.2%-25.5pp |
| Annual return | 14.06% | 44.21%-30.2pp | 4251.33%-4237.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $734 | $670+9.6% | $1,053-30.4% | $2,671-72.5% |
| Participant deferral / active EE | $1,755 | $1,202+46.0% | $1,923-8.7% | $4,126-57.5% |
| Admin fee / account holder | $3,687 | $1,727+113.5% | $2,520+46.3% | $5,651-34.8% |