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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 | $38,213 | $29,736+28.5% | $56,033-31.8% | $80,935-52.8% |
| Participation rate | 33.7% | 41.7%-8.0pp | 52.5%-18.8pp | 67.7%-33.9pp |
| Annual return | 10.54% | 35.28%-24.7pp | 1711.38%-1700.8pp | 35.66%-25.1pp |
| Employer contribution / active EE | $669 | $671-0.4% | $1,041-35.7% | $2,757-75.7% |
| Participant deferral / active EE | $1,600 | $1,228+30.3% | $1,954-18.1% | $4,299-62.8% |
| Admin fee / account holder | $2,340 | $2,434-3.8% | $2,827-17.2% | $6,924-66.2% |