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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 | $103,078 | $29,319+251.6% | $52,425+96.6% | $82,448+25.0% |
| Participation rate | 35.2% | 46.9%-11.6pp | 55.6%-20.4pp | 68.1%-32.9pp |
| Annual return | 10.39% | 535.20%-524.8pp | 302.12%-291.7pp | 41.64%-31.3pp |
| Employer contribution / active EE | $521 | $586-11.1% | $914-43.0% | $2,551-79.6% |
| Participant deferral / active EE | $1,336 | $1,171+14.0% | $1,790-25.4% | $4,139-67.7% |
| Admin fee / account holder | $4,598 | $1,962+134.3% | $2,495+84.3% | $7,234-36.4% |