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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 | $36,719 | $29,319+25.2% | $52,425-30.0% | $82,448-55.5% |
| Participation rate | 33.9% | 46.9%-13.0pp | 55.6%-21.8pp | 68.1%-34.2pp |
| Annual return | 12.81% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $549 | $586-6.4% | $914-40.0% | $2,551-78.5% |
| Participant deferral / active EE | $700 | $1,171-40.2% | $1,790-60.9% | $4,139-83.1% |
| Admin fee / account holder | $13,451 | $1,962+585.5% | $2,495+439.1% | $7,234+85.9% |