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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 | $28,624+32.6% | $53,647-29.2% | $82,637-54.1% |
| Participation rate | 66.7% | 47.3%+19.4pp | 56.3%+10.4pp | 68.1%-1.4pp |
| Annual return | 9.54% | 664.98%-655.4pp | 358.33%-348.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $679 | $637+6.6% | $962-29.4% | $2,552-73.4% |
| Participant deferral / active EE | $1,173 | $1,196-2.0% | $1,813-35.3% | $4,126-71.6% |
| Admin fee / account holder | $39,681 | $2,022+1862.7% | $2,460+1513.1% | $7,339+440.7% |