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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 | $103,695 | $29,051+256.9% | $52,425+97.8% | $67,986+52.5% |
| Participation rate | 45.6% | 30.4%+15.2pp | 55.6%-10.0pp | 57.2%-11.6pp |
| Annual return | 12.44% | 24.00%-11.6pp | 302.12%-289.7pp | 31.67%-19.2pp |
| Employer contribution / active EE | $518 | $412+25.8% | $914-43.3% | $2,019-74.3% |
| Participant deferral / active EE | $2,150 | $873+146.3% | $1,790+20.1% | $3,358-36.0% |
| Admin fee / account holder | $4,511 | $2,113+113.5% | $2,495+80.8% | $3,203+40.8% |