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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 | $44,161 | $29,733+48.5% | $56,025-21.2% | $80,959-45.5% |
| Participation rate | 34.5% | 41.7%-7.2pp | 52.5%-18.0pp | 67.7%-33.2pp |
| Annual return | 7.98% | 35.28%-27.3pp | 1712.69%-1704.7pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,083 | $672+61.2% | $1,042+3.9% | $2,757-60.7% |
| Participant deferral / active EE | $2,214 | $1,229+80.1% | $1,955+13.3% | $4,300-48.5% |
| Admin fee / account holder | $35,150 | $2,434+1344.4% | $2,828+1142.8% | $6,925+407.6% |