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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 | $43,089 | $27,800+55.0% | $58,561-26.4% | $71,511-39.7% |
| Participation rate | 48.8% | 34.6%+14.2pp | 50.9%-2.1pp | 67.9%-19.2pp |
| Annual return | 13.20% | 26.80%-13.6pp | 4251.33%-4238.1pp | 28.86%-15.7pp |
| Employer contribution / active EE | $584 | $632-7.5% | $1,053-44.6% | $2,589-77.4% |
| Participant deferral / active EE | $3,640 | $1,208+201.3% | $1,923+89.3% | $4,291-15.2% |
| Admin fee / account holder | $5,452 | $1,637+233.0% | $2,520+116.3% | $1,588+243.2% |