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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 | $29,716+48.2% | $56,077-21.5% | $80,925-45.6% |
| Participation rate | 35.8% | 41.7%-5.8pp | 52.5%-16.6pp | 67.7%-31.8pp |
| Annual return | 8.86% | 35.30%-26.4pp | 1709.28%-1700.4pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,256 | $671+87.2% | $1,040+20.7% | $2,756-54.4% |
| Participant deferral / active EE | $2,088 | $1,228+69.9% | $1,954+6.8% | $4,299-51.4% |
| Admin fee / account holder | $2,223 | $2,432-8.6% | $2,825-21.3% | $6,940-68.0% |