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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 | $58,169 | $29,667+96.1% | $56,441+3.1% | $80,874-28.1% |
| Participation rate | 24.3% | 41.7%-17.3pp | 52.5%-28.2pp | 67.6%-43.3pp |
| Annual return | 9.49% | 35.22%-25.7pp | 1704.21%-1694.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,169 | $669+74.7% | $1,039+12.5% | $2,756-57.6% |
| Participant deferral / active EE | $2,379 | $1,227+94.0% | $1,953+21.8% | $4,297-44.6% |
| Admin fee / account holder | $2,831 | $2,429+16.5% | $2,829+0.1% | $6,935-59.2% |