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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 | $47,062 | $39,028+20.6% | $80,741-41.7% | $85,856-45.2% |
| Participation rate | 36.5% | 41.6%-5.0pp | 54.2%-17.7pp | 69.3%-32.8pp |
| Annual return | 9.42% | 26.31%-16.9pp | 87.30%-77.9pp | 318.58%-309.2pp |
| Employer contribution / active EE | $986 | $722+36.5% | $1,160-15.0% | $2,565-61.6% |
| Participant deferral / active EE | $2,350 | $1,326+77.2% | $2,145+9.5% | $3,952-40.5% |
| Admin fee / account holder | $1,223 | $2,429-49.6% | $3,380-63.8% | $6,261-80.5% |