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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 | $184,561 | $29,319+529.5% | $52,425+252.1% | $82,448+123.9% |
| Participation rate | 10.3% | 46.9%-36.5pp | 55.6%-45.3pp | 68.1%-57.7pp |
| Annual return | 13.99% | 535.20%-521.2pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $669 | $586+14.1% | $914-26.8% | $2,551-73.8% |
| Participant deferral / active EE | $2,277 | $1,171+94.4% | $1,790+27.2% | $4,139-45.0% |
| Admin fee / account holder | $2,658 | $1,962+35.5% | $2,495+6.5% | $7,234-63.3% |