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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 | $30,988 | $27,943+10.9% | $58,507-47.0% | $75,177-58.8% |
| Participation rate | 68.9% | 38.8%+30.0pp | 50.9%+18.0pp | 67.2%+1.7pp |
| Annual return | 9.48% | 44.22%-34.7pp | 4252.32%-4242.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $1,628 | $670+143.1% | $1,053+54.6% | $2,671-39.1% |
| Participant deferral / active EE | $3,018 | $1,202+151.1% | $1,922+57.0% | $4,126-26.9% |
| Admin fee / account holder | $3,590 | $1,727+107.9% | $2,486+44.4% | $5,651-36.5% |