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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 | $44,041 | $29,733+48.1% | $56,025-21.4% | $80,959-45.6% |
| Participation rate | 35.8% | 41.7%-5.9pp | 52.5%-16.7pp | 67.7%-31.8pp |
| Annual return | 8.86% | 35.28%-26.4pp | 1712.69%-1703.8pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,256 | $672+87.0% | $1,042+20.6% | $2,757-54.4% |
| Participant deferral / active EE | $2,088 | $1,229+69.8% | $1,955+6.8% | $4,300-51.5% |
| Admin fee / account holder | $2,223 | $2,434-8.7% | $2,828-21.4% | $6,925-67.9% |