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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 | $29,667+28.8% | $56,441-32.3% | $80,874-52.7% |
| Participation rate | 33.7% | 41.7%-7.9pp | 52.5%-18.8pp | 67.6%-33.9pp |
| Annual return | 10.54% | 35.22%-24.7pp | 1704.21%-1693.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $669 | $6690% | $1,039-35.6% | $2,756-75.7% |
| Participant deferral / active EE | $1,600 | $1,227+30.5% | $1,953-18.1% | $4,297-62.8% |
| Admin fee / account holder | $2,340 | $2,429-3.7% | $2,829-17.3% | $6,935-66.3% |