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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 | $137,158 | $29,319+367.8% | $52,425+161.6% | $82,448+66.4% |
| Participation rate | 40.8% | 46.9%-6.0pp | 55.6%-14.8pp | 68.1%-27.2pp |
| Annual return | 14.34% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $779 | $586+32.8% | $914-14.8% | $2,551-69.5% |
| Participant deferral / active EE | $2,158 | $1,171+84.2% | $1,790+20.5% | $4,139-47.9% |
| Admin fee / account holder | $3,741 | $1,962+90.7% | $2,495+49.9% | $7,234-48.3% |