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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 | $48,941 | $29,319+66.9% | $52,425-6.6% | $82,448-40.6% |
| Participation rate | 52.9% | 46.9%+6.0pp | 55.6%-2.8pp | 68.1%-15.2pp |
| Annual return | 10.70% | 535.20%-524.5pp | 302.12%-291.4pp | 41.64%-30.9pp |
| Employer contribution / active EE | $858 | $586+46.3% | $914-6.1% | $2,551-66.4% |
| Participant deferral / active EE | $2,250 | $1,171+92.1% | $1,790+25.7% | $4,139-45.6% |
| Admin fee / account holder | $9,680 | $1,962+393.4% | $2,495+288.0% | $7,234+33.8% |