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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 | $38,296 | $29,736+28.8% | $56,033-31.7% | $80,935-52.7% |
| Participation rate | 63.9% | 41.7%+22.2pp | 52.5%+11.4pp | 67.7%-3.8pp |
| Annual return | 9.74% | 35.28%-25.5pp | 1711.38%-1701.6pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,362 | $671+102.8% | $1,041+30.8% | $2,757-50.6% |
| Participant deferral / active EE | $3,573 | $1,228+190.9% | $1,954+82.8% | $4,299-16.9% |
| Admin fee / account holder | $12,588 | $2,434+417.2% | $2,827+345.3% | $6,924+81.8% |