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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 | $220,983 | $29,319+653.7% | $52,425+321.5% | $82,448+168.0% |
| Participation rate | 39.5% | 46.9%-7.4pp | 55.6%-16.1pp | 68.1%-28.6pp |
| Annual return | 13.85% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $826 | $586+40.9% | $914-9.6% | $2,551-67.6% |
| Participant deferral / active EE | $1,644 | $1,171+40.3% | $1,790-8.2% | $4,139-60.3% |
| Admin fee / account holder | $18,928 | $1,962+864.7% | $2,495+658.7% | $7,234+161.6% |