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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 | $28,624+260.1% | $53,647+92.1% | $82,637+24.7% |
| Participation rate | 35.2% | 47.3%-12.1pp | 56.3%-21.1pp | 68.1%-32.8pp |
| Annual return | 10.39% | 664.98%-654.6pp | 358.33%-347.9pp | 53.51%-43.1pp |
| Employer contribution / active EE | $521 | $637-18.1% | $962-45.8% | $2,552-79.6% |
| Participant deferral / active EE | $1,336 | $1,196+11.7% | $1,813-26.3% | $4,126-67.6% |
| Admin fee / account holder | $4,598 | $2,022+127.4% | $2,460+86.9% | $7,339-37.3% |