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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 | $46,759 | $29,319+59.5% | $52,425-10.8% | $82,448-43.3% |
| Participation rate | 30.1% | 46.9%-16.7pp | 55.6%-25.5pp | 68.1%-37.9pp |
| Annual return | 12.71% | 535.20%-522.5pp | 302.12%-289.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $592 | $586+0.9% | $914-35.3% | $2,551-76.8% |
| Participant deferral / active EE | $1,233 | $1,171+5.2% | $1,790-31.1% | $4,139-70.2% |
| Admin fee / account holder | $11,060 | $1,962+463.7% | $2,495+343.3% | $7,234+52.9% |