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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 | $29,319+59.2% | $52,425-11.0% | $82,448-43.4% |
| Participation rate | 34.1% | 46.9%-12.8pp | 55.6%-21.5pp | 68.1%-34.0pp |
| Annual return | 9.71% | 535.20%-525.5pp | 302.12%-292.4pp | 41.64%-31.9pp |
| Employer contribution / active EE | $641 | $586+9.3% | $914-29.9% | $2,551-74.9% |
| Participant deferral / active EE | $932 | $1,171-20.4% | $1,790-47.9% | $4,139-77.5% |
| Admin fee / account holder | $9,054 | $1,962+361.4% | $2,495+262.9% | $7,234+25.2% |