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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 | $36,031 | $29,319+22.9% | $52,425-31.3% | $82,448-56.3% |
| Participation rate | 52.0% | 46.9%+5.1pp | 55.6%-3.6pp | 68.1%-16.1pp |
| Annual return | 13.31% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,129 | $586+92.5% | $914+23.5% | $2,551-55.8% |
| Participant deferral / active EE | $2,141 | $1,171+82.8% | $1,790+19.6% | $4,139-48.3% |
| Admin fee / account holder | $1,121 | $1,962-42.9% | $2,495-55.1% | $7,234-84.5% |