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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 | $45,322 | $29,319+54.6% | $52,425-13.5% | $82,448-45.0% |
| Participation rate | 39.2% | 46.9%-7.6pp | 55.6%-16.4pp | 68.1%-28.8pp |
| Annual return | 7.60% | 535.20%-527.6pp | 302.12%-294.5pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,407 | $586+140.0% | $914+53.9% | $2,551-44.8% |
| Participant deferral / active EE | $2,187 | $1,171+86.7% | $1,790+22.1% | $4,139-47.2% |
| Admin fee / account holder | $9,080 | $1,962+362.8% | $2,495+263.9% | $7,234+25.5% |