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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 | $46,675 | $28,624+63.1% | $53,647-13.0% | $82,637-43.5% |
| Participation rate | 34.1% | 47.3%-13.2pp | 56.3%-22.2pp | 68.1%-34.0pp |
| Annual return | 9.71% | 664.98%-655.3pp | 358.33%-348.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $641 | $637+0.7% | $962-33.4% | $2,552-74.9% |
| Participant deferral / active EE | $932 | $1,196-22.1% | $1,813-48.6% | $4,126-77.4% |
| Admin fee / account holder | $9,054 | $2,022+347.8% | $2,460+268.1% | $7,339+23.4% |