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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 | $185,705 | $88,702+109.4% | $81,780+127.1% | $145,978+27.2% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 9.03% | 1029.12%-1020.1pp | 776.27%-767.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $804 | $3,084-73.9% | $2,914-72.4% | $4,662-82.7% |
| Participant deferral / active EE | $5,014 | $4,645+7.9% | $4,321+16.0% | $6,690-25.1% |
| Admin fee / account holder | $306 | $8,414-96.4% | $7,384-95.9% | $13,400-97.7% |