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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 | $38,473 | $29,736+29.4% | $56,033-31.3% | $80,935-52.5% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 7.75% | 35.28%-27.5pp | 1711.38%-1703.6pp | 35.66%-27.9pp |
| Employer contribution / active EE | $3,251 | $671+384.2% | $1,041+212.3% | $2,757+17.9% |
| Participant deferral / active EE | $1,956 | $1,228+59.2% | $1,954+0.1% | $4,299-54.5% |
| Admin fee / account holder | $858 | $2,434-64.8% | $2,827-69.7% | $6,924-87.6% |