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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 | $206,949 | $29,319+605.8% | $52,425+294.8% | $82,448+151.0% |
| Participation rate | 39.3% | 46.9%-7.5pp | 55.6%-16.3pp | 68.1%-28.7pp |
| Annual return | 11.08% | 535.20%-524.1pp | 302.12%-291.0pp | 41.64%-30.6pp |
| Employer contribution / active EE | $904 | $586+54.1% | $914-1.2% | $2,551-64.6% |
| Participant deferral / active EE | $3,101 | $1,171+164.8% | $1,790+73.2% | $4,139-25.1% |
| Admin fee / account holder | $1,785 | $1,962-9.0% | $2,495-28.5% | $7,234-75.3% |