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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 | $38,280 | $29,319+30.6% | $52,425-27.0% | $82,448-53.6% |
| Participation rate | 68.5% | 46.9%+21.6pp | 55.6%+12.9pp | 68.1%+0.4pp |
| Annual return | 10.20% | 535.20%-525.0pp | 302.12%-291.9pp | 41.64%-31.4pp |
| Employer contribution / active EE | $495 | $586-15.6% | $914-45.9% | $2,551-80.6% |
| Participant deferral / active EE | $1,489 | $1,171+27.1% | $1,790-16.8% | $4,139-64.0% |
| Admin fee / account holder | $8,190 | $1,962+317.4% | $2,495+228.3% | $7,234+13.2% |