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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 | $35,701 | $29,319+21.8% | $52,425-31.9% | $82,448-56.7% |
| Participation rate | 39.6% | 46.9%-7.2pp | 55.6%-16.0pp | 68.1%-28.4pp |
| Annual return | 9.37% | 535.20%-525.8pp | 302.12%-292.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $800 | $586+36.5% | $914-12.5% | $2,551-68.6% |
| Participant deferral / active EE | $897 | $1,171-23.4% | $1,790-49.9% | $4,139-78.3% |
| Admin fee / account holder | $24,963 | $1,962+1172.3% | $2,495+900.6% | $7,234+245.1% |