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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 | $47,978 | $29,319+63.6% | $52,425-8.5% | $82,448-41.8% |
| Participation rate | 35.5% | 46.9%-11.4pp | 55.6%-20.1pp | 68.1%-32.6pp |
| Annual return | 14.25% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,376 | $586+134.6% | $914+50.5% | $2,551-46.1% |
| Participant deferral / active EE | $2,802 | $1,171+139.2% | $1,790+56.5% | $4,139-32.3% |
| Admin fee / account holder | $2,710 | $1,962+38.1% | $2,495+8.6% | $7,234-62.5% |