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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 | $165,317 | $28,624+477.6% | $53,647+208.2% | $82,637+100.1% |
| Participation rate | 42.4% | 47.3%-4.8pp | 56.3%-13.9pp | 68.1%-25.6pp |
| Annual return | 10.96% | 664.98%-654.0pp | 358.33%-347.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $779 | $637+22.4% | $962-19.0% | $2,552-69.5% |
| Participant deferral / active EE | $3,831 | $1,196+220.2% | $1,813+111.3% | $4,126-7.2% |
| Admin fee / account holder | $3,466 | $2,022+71.4% | $2,460+40.9% | $7,339-52.8% |