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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 | $45,243 | $27,800+62.7% | $58,507-22.7% | $71,529-36.7% |
| Participation rate | 40.2% | 34.6%+5.6pp | 50.9%-10.7pp | 67.9%-27.7pp |
| Annual return | 12.78% | 26.80%-14.0pp | 4252.32%-4239.5pp | 28.97%-16.2pp |
| Employer contribution / active EE | $872 | $632+38.1% | $1,053-17.2% | $2,590-66.3% |
| Participant deferral / active EE | $1,968 | $1,208+62.9% | $1,922+2.4% | $4,291-54.1% |
| Admin fee / account holder | $6,148 | $1,637+275.5% | $2,486+147.3% | $1,588+287.0% |