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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 | $38,556 | $28,624+34.7% | $53,647-28.1% | $82,637-53.3% |
| Participation rate | 29.6% | 47.3%-17.6pp | 56.3%-26.7pp | 68.1%-38.4pp |
| Annual return | 13.00% | 664.98%-652.0pp | 358.33%-345.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $596 | $637-6.5% | $962-38.1% | $2,552-76.7% |
| Participant deferral / active EE | $2,541 | $1,196+112.4% | $1,813+40.1% | $4,126-38.4% |
| Admin fee / account holder | $937 | $2,022-53.7% | $2,460-61.9% | $7,339-87.2% |