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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 | $42,470 | $29,736+42.8% | $56,033-24.2% | $80,935-47.5% |
| Participation rate | 39.8% | 41.7%-1.9pp | 52.5%-12.7pp | 67.7%-27.9pp |
| Annual return | 9.59% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.1pp |
| Employer contribution / active EE | $603 | $671-10.1% | $1,041-42.0% | $2,757-78.1% |
| Participant deferral / active EE | $1,390 | $1,228+13.2% | $1,954-28.8% | $4,299-67.7% |
| Admin fee / account holder | $2,395 | $2,434-1.6% | $2,827-15.3% | $6,924-65.4% |