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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 | $38,145 | $29,319+30.1% | $52,425-27.2% | $82,448-53.7% |
| Participation rate | 61.5% | 46.9%+14.7pp | 55.6%+5.9pp | 68.1%-6.5pp |
| Annual return | 12.91% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,239 | $586+111.2% | $914+35.5% | $2,551-51.4% |
| Participant deferral / active EE | $3,501 | $1,171+198.9% | $1,790+95.5% | $4,139-15.4% |
| Admin fee / account holder | $4,050 | $1,962+106.4% | $2,495+62.3% | $7,234-44.0% |