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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 | $159,356 | $29,319+443.5% | $52,425+204.0% | $82,448+93.3% |
| Participation rate | 54.8% | 46.9%+8.0pp | 55.6%-0.8pp | 68.1%-13.2pp |
| Annual return | 11.88% | 535.20%-523.3pp | 302.12%-290.2pp | 41.64%-29.8pp |
| Employer contribution / active EE | $642 | $586+9.4% | $914-29.8% | $2,551-74.8% |
| Participant deferral / active EE | $2,351 | $1,171+100.7% | $1,790+31.3% | $4,139-43.2% |
| Admin fee / account holder | $5,253 | $1,962+167.7% | $2,495+110.5% | $7,234-27.4% |