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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 | $29,716+95.8% | $56,077+3.7% | $80,925-28.1% |
| Participation rate | 24.3% | 41.7%-17.4pp | 52.5%-28.2pp | 67.7%-43.3pp |
| Annual return | 9.49% | 35.30%-25.8pp | 1709.28%-1699.8pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,169 | $671+74.3% | $1,040+12.4% | $2,756-57.6% |
| Participant deferral / active EE | $2,379 | $1,228+93.7% | $1,954+21.8% | $4,299-44.6% |
| Admin fee / account holder | $2,831 | $2,432+16.4% | $2,825+0.2% | $6,940-59.2% |