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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 | $61,816 | $29,051+112.8% | $52,425+17.9% | $67,986-9.1% |
| Participation rate | 43.6% | 30.4%+13.2pp | 55.6%-12.0pp | 57.2%-13.6pp |
| Annual return | 14.05% | 24.00%-9.9pp | 302.12%-288.1pp | 31.67%-17.6pp |
| Employer contribution / active EE | $559 | $412+35.6% | $914-38.9% | $2,019-72.3% |
| Participant deferral / active EE | $3,735 | $873+327.8% | $1,790+108.6% | $3,358+11.2% |
| Admin fee / account holder | $2,803 | $2,113+32.7% | $2,495+12.4% | $3,203-12.5% |