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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 | $39,470 | $28,624+37.9% | $53,647-26.4% | $82,637-52.2% |
| Participation rate | 30.4% | 47.3%-16.9pp | 56.3%-25.9pp | 68.1%-37.7pp |
| Annual return | 14.31% | 664.98%-650.7pp | 358.33%-344.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $150 | $637-76.5% | $962-84.4% | $2,552-94.1% |
| Participant deferral / active EE | $1,210 | $1,196+1.2% | $1,813-33.3% | $4,126-70.7% |
| Admin fee / account holder | $3,865 | $2,022+91.2% | $2,460+57.1% | $7,339-47.3% |