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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 | $46,185 | $29,319+57.5% | $52,425-11.9% | $82,448-44.0% |
| Participation rate | 42.0% | 46.9%-4.8pp | 55.6%-13.6pp | 68.1%-26.0pp |
| Annual return | 14.16% | 535.20%-521.0pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $788 | $586+34.4% | $914-13.8% | $2,551-69.1% |
| Participant deferral / active EE | $1,616 | $1,171+37.9% | $1,790-9.8% | $4,139-61.0% |
| Admin fee / account holder | $8,798 | $1,962+348.4% | $2,495+252.6% | $7,234+21.6% |