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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 | $126,366 | $29,319+331.0% | $52,425+141.0% | $82,448+53.3% |
| Participation rate | 48.0% | 46.9%+1.1pp | 55.6%-7.6pp | 68.1%-20.1pp |
| Annual return | 14.25% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,345 | $586+129.3% | $914+47.1% | $2,551-47.3% |
| Participant deferral / active EE | $4,582 | $1,171+291.2% | $1,790+155.9% | $4,139+10.7% |
| Admin fee / account holder | $1,320 | $1,962-32.7% | $2,495-47.1% | $7,234-81.7% |