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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 | $29,670+29.7% | $56,054-31.4% | $80,911-52.4% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 7.75% | 35.24%-27.5pp | 1705.95%-1698.2pp | 35.63%-27.9pp |
| Employer contribution / active EE | $3,251 | $670+385.4% | $1,039+212.9% | $2,756+18.0% |
| Participant deferral / active EE | $1,956 | $1,227+59.4% | $1,952+0.2% | $4,297-54.5% |
| Admin fee / account holder | $858 | $2,431-64.7% | $2,822-69.6% | $6,935-87.6% |