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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 | $126,594 | $29,667+326.7% | $56,441+124.3% | $80,874+56.5% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.6%-27.6pp |
| Annual return | 10.30% | 35.22%-24.9pp | 1704.21%-1693.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,085 | $669+62.1% | $1,039+4.4% | $2,756-60.6% |
| Participant deferral / active EE | $2,886 | $1,227+135.3% | $1,953+47.8% | $4,297-32.8% |
| Admin fee / account holder | $2,768 | $2,429+13.9% | $2,829-2.2% | $6,935-60.1% |