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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 | $104,455 | $29,319+256.3% | $52,425+99.2% | $82,448+26.7% |
| Participation rate | 36.0% | 46.9%-10.9pp | 55.6%-19.6pp | 68.1%-32.1pp |
| Annual return | 11.02% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $571 | $586-2.6% | $914-37.5% | $2,551-77.6% |
| Participant deferral / active EE | $2,192 | $1,171+87.2% | $1,790+22.4% | $4,139-47.0% |
| Admin fee / account holder | $16,397 | $1,962+735.7% | $2,495+557.2% | $7,234+126.7% |