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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 | $38,036 | $29,736+27.9% | $56,033-32.1% | $80,935-53.0% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 8.80% | 35.28%-26.5pp | 1711.38%-1702.6pp | 35.66%-26.9pp |
| Employer contribution / active EE | $475 | $671-29.3% | $1,041-54.4% | $2,757-82.8% |
| Participant deferral / active EE | $2,595 | $1,228+111.3% | $1,954+32.8% | $4,299-39.6% |
| Admin fee / account holder | $4,721 | $2,434+94.0% | $2,827+67.0% | $6,924-31.8% |