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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 | $105,537 | $29,319+260.0% | $52,425+101.3% | $82,448+28.0% |
| Participation rate | 54.5% | 46.9%+7.7pp | 55.6%-1.1pp | 68.1%-13.5pp |
| Annual return | 14.29% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.4pp |
| Employer contribution / active EE | $608 | $586+3.7% | $914-33.5% | $2,551-76.2% |
| Participant deferral / active EE | $2,876 | $1,171+145.5% | $1,790+60.6% | $4,139-30.5% |
| Admin fee / account holder | $5,287 | $1,962+169.5% | $2,495+111.9% | $7,234-26.9% |