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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 | $37,024 | $29,319+26.3% | $52,425-29.4% | $82,448-55.1% |
| Participation rate | 38.5% | 46.9%-8.4pp | 55.6%-17.2pp | 68.1%-29.6pp |
| Annual return | 13.71% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $937 | $586+59.8% | $914+2.5% | $2,551-63.3% |
| Participant deferral / active EE | $2,330 | $1,171+98.9% | $1,790+30.1% | $4,139-43.7% |
| Admin fee / account holder | $2,399 | $1,962+22.3% | $2,495-3.8% | $7,234-66.8% |