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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 | $35,580 | $27,943+27.3% | $58,507-39.2% | $75,177-52.7% |
| Participation rate | 53.3% | 38.8%+14.5pp | 50.9%+2.5pp | 67.2%-13.9pp |
| Annual return | 11.02% | 44.22%-33.2pp | 4252.32%-4241.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $1,641 | $670+145.1% | $1,053+55.8% | $2,671-38.6% |
| Participant deferral / active EE | $2,611 | $1,202+117.2% | $1,922+35.8% | $4,126-36.7% |
| Admin fee / account holder | $34,046 | $1,727+1871.3% | $2,486+1269.5% | $5,651+502.4% |