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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 | $37,066 | $27,943+32.6% | $58,507-36.6% | $75,177-50.7% |
| Participation rate | 51.2% | 38.8%+12.4pp | 50.9%+0.4pp | 67.2%-16.0pp |
| Annual return | 13.88% | 44.22%-30.3pp | 4252.32%-4238.4pp | 160.75%-146.9pp |
| Employer contribution / active EE | $980 | $670+46.4% | $1,053-6.9% | $2,671-63.3% |
| Participant deferral / active EE | $2,044 | $1,202+70.1% | $1,922+6.3% | $4,126-50.5% |
| Admin fee / account holder | $501 | $1,727-71.0% | $2,486-79.8% | $5,651-91.1% |