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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 | $44,907 | $29,319+53.2% | $52,425-14.3% | $82,448-45.5% |
| Participation rate | 56.8% | 46.9%+10.0pp | 55.6%+1.2pp | 68.1%-11.2pp |
| Annual return | 10.83% | 535.20%-524.4pp | 302.12%-291.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $623 | $586+6.2% | $914-31.9% | $2,551-75.6% |
| Participant deferral / active EE | $3,412 | $1,171+191.3% | $1,790+90.5% | $4,139-17.6% |
| Admin fee / account holder | $11,495 | $1,962+485.9% | $2,495+360.8% | $7,234+58.9% |