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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 | $37,956 | $29,319+29.5% | $52,425-27.6% | $82,448-54.0% |
| Participation rate | 66.7% | 46.9%+19.8pp | 55.6%+11.0pp | 68.1%-1.4pp |
| Annual return | 9.54% | 535.20%-525.7pp | 302.12%-292.6pp | 41.64%-32.1pp |
| Employer contribution / active EE | $679 | $586+15.7% | $914-25.8% | $2,551-73.4% |
| Participant deferral / active EE | $1,173 | $1,171+0.1% | $1,790-34.5% | $4,139-71.7% |
| Admin fee / account holder | $39,681 | $1,962+1922.3% | $2,495+1490.5% | $7,234+448.5% |