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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 | $29,716+48.6% | $56,077-21.2% | $80,925-45.4% |
| Participation rate | 34.5% | 41.7%-7.2pp | 52.5%-18.0pp | 67.7%-33.2pp |
| Annual return | 7.98% | 35.30%-27.3pp | 1709.28%-1701.3pp | 35.65%-27.7pp |
| Employer contribution / active EE | $1,083 | $671+61.4% | $1,040+4.1% | $2,756-60.7% |
| Participant deferral / active EE | $2,214 | $1,228+80.2% | $1,954+13.3% | $4,299-48.5% |
| Admin fee / account holder | $35,150 | $2,432+1345.3% | $2,825+1144.3% | $6,940+406.5% |