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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 | $40,987 | $29,319+39.8% | $52,425-21.8% | $82,448-50.3% |
| Participation rate | 31.5% | 46.9%-15.4pp | 55.6%-24.2pp | 68.1%-36.6pp |
| Annual return | 13.84% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $776 | $586+32.4% | $914-15.1% | $2,551-69.6% |
| Participant deferral / active EE | $1,319 | $1,171+12.6% | $1,790-26.3% | $4,139-68.1% |
| Admin fee / account holder | $2,188 | $1,962+11.5% | $2,495-12.3% | $7,234-69.8% |