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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 | $31,105+98.7% | $53,647+15.2% | $64,097-3.6% |
| Participation rate | 43.6% | 30.7%+12.9pp | 56.3%-12.7pp | 55.2%-11.6pp |
| Annual return | 14.05% | 22.54%-8.5pp | 358.33%-344.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $559 | $441+26.8% | $962-41.9% | $1,891-70.5% |
| Participant deferral / active EE | $3,735 | $896+316.7% | $1,813+106.0% | $3,080+21.3% |
| Admin fee / account holder | $2,803 | $2,195+27.7% | $2,460+14.0% | $3,454-18.9% |