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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 | $28,624+544.8% | $53,647+244.0% | $82,637+123.3% |
| Participation rate | 10.3% | 47.3%-36.9pp | 56.3%-45.9pp | 68.1%-57.7pp |
| Annual return | 13.99% | 664.98%-651.0pp | 358.33%-344.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $669 | $637+5.1% | $962-30.5% | $2,552-73.8% |
| Participant deferral / active EE | $2,277 | $1,196+90.4% | $1,813+25.6% | $4,126-44.8% |
| Admin fee / account holder | $2,658 | $2,022+31.5% | $2,460+8.1% | $7,339-63.8% |