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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 | $127,427 | $31,105+309.7% | $53,647+137.5% | $64,097+98.8% |
| Participation rate | 35.6% | 30.7%+5.0pp | 56.3%-20.6pp | 55.2%-19.6pp |
| Annual return | 12.88% | 22.54%-9.7pp | 358.33%-345.5pp | 34.64%-21.8pp |
| Employer contribution / active EE | $857 | $441+94.4% | $962-10.9% | $1,891-54.7% |
| Participant deferral / active EE | $2,651 | $896+195.7% | $1,813+46.2% | $3,080-13.9% |
| Admin fee / account holder | $3,432 | $2,195+56.4% | $2,460+39.5% | $3,454-0.6% |