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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 | $44,879 | $28,624+56.8% | $53,647-16.3% | $82,637-45.7% |
| Participation rate | 46.5% | 47.3%-0.8pp | 56.3%-9.8pp | 68.1%-21.5pp |
| Annual return | 13.19% | 664.98%-651.8pp | 358.33%-345.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,215 | $637+90.8% | $962+26.3% | $2,552-52.4% |
| Participant deferral / active EE | $2,677 | $1,196+123.8% | $1,813+47.7% | $4,126-35.1% |
| Admin fee / account holder | $16,002 | $2,022+691.5% | $2,460+550.5% | $7,339+118.0% |