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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 | $33,511 | $29,319+14.3% | $52,425-36.1% | $82,448-59.4% |
| Participation rate | 40.9% | 46.9%-5.9pp | 55.6%-14.7pp | 68.1%-27.2pp |
| Annual return | 13.16% | 535.20%-522.0pp | 302.12%-289.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,592 | $586+171.5% | $914+74.2% | $2,551-37.6% |
| Participant deferral / active EE | $2,380 | $1,171+103.2% | $1,790+32.9% | $4,139-42.5% |
| Admin fee / account holder | $16,688 | $1,962+750.5% | $2,495+568.9% | $7,234+130.7% |