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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 | $53,368 | $29,319+82.0% | $52,425+1.8% | $82,448-35.3% |
| Participation rate | 51.9% | 46.9%+5.1pp | 55.6%-3.7pp | 68.1%-16.1pp |
| Annual return | 13.62% | 535.20%-521.6pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $604 | $586+3.0% | $914-33.9% | $2,551-76.3% |
| Participant deferral / active EE | $1,769 | $1,171+51.0% | $1,790-1.2% | $4,139-57.3% |
| Admin fee / account holder | $1,721 | $1,962-12.3% | $2,495-31.0% | $7,234-76.2% |