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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 | $137,575 | $29,319+369.2% | $52,425+162.4% | $82,448+66.9% |
| Participation rate | 22.0% | 46.9%-24.9pp | 55.6%-33.7pp | 68.1%-46.1pp |
| Annual return | 13.49% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $498 | $586-15.1% | $914-45.5% | $2,551-80.5% |
| Participant deferral / active EE | $2,261 | $1,171+93.0% | $1,790+26.3% | $4,139-45.4% |
| Admin fee / account holder | $1,238 | $1,962-36.9% | $2,495-50.4% | $7,234-82.9% |