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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 | $33,547 | $29,319+14.4% | $52,425-36.0% | $82,448-59.3% |
| Participation rate | 63.5% | 46.9%+16.7pp | 55.6%+7.9pp | 68.1%-4.6pp |
| Annual return | 12.83% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $283 | $586-51.8% | $914-69.1% | $2,551-88.9% |
| Participant deferral / active EE | $978 | $1,171-16.5% | $1,790-45.4% | $4,139-76.4% |
| Admin fee / account holder | $937 | $1,962-52.2% | $2,495-62.4% | $7,234-87.0% |