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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 | $58,849 | $34,316+71.5% | $74,719-21.2% | $72,983-19.4% |
| Participation rate | 53.8% | 42.4%+11.4pp | 54.5%-0.6pp | 69.5%-15.6pp |
| Annual return | 16.28% | 26.58%-10.3pp | 753.05%-736.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $853 | $692+23.3% | $1,084-21.3% | $2,440-65.0% |
| Participant deferral / active EE | $2,456 | $1,272+93.1% | $1,963+25.1% | $3,608-31.9% |
| Admin fee / account holder | $5,606 | $2,125+163.9% | $3,334+68.1% | $5,124+9.4% |