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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 | $97,887 | $28,624+242.0% | $53,647+82.5% | $82,637+18.5% |
| Participation rate | 11.6% | 47.3%-35.6pp | 56.3%-44.7pp | 68.1%-56.4pp |
| Annual return | 12.55% | 664.98%-652.4pp | 358.33%-345.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $700 | $637+9.9% | $962-27.2% | $2,552-72.6% |
| Participant deferral / active EE | $1,462 | $1,196+22.3% | $1,813-19.3% | $4,126-64.6% |
| Admin fee / account holder | $11,673 | $2,022+477.4% | $2,460+374.5% | $7,339+59.1% |