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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 | $46,043 | $29,736+54.8% | $56,033-17.8% | $80,935-43.1% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 10.57% | 35.28%-24.7pp | 1711.38%-1700.8pp | 35.66%-25.1pp |
| Employer contribution / active EE | $801 | $671+19.3% | $1,041-23.1% | $2,757-70.9% |
| Participant deferral / active EE | $1,028 | $1,228-16.3% | $1,954-47.4% | $4,299-76.1% |
| Admin fee / account holder | $415 | $2,434-83.0% | $2,827-85.3% | $6,924-94.0% |