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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 | $89,850 | $29,319+206.5% | $52,425+71.4% | $82,448+9.0% |
| Participation rate | 28.1% | 46.9%-18.8pp | 55.6%-27.6pp | 68.1%-40.0pp |
| Annual return | 10.11% | 535.20%-525.1pp | 302.12%-292.0pp | 41.64%-31.5pp |
| Employer contribution / active EE | $517 | $586-11.9% | $914-43.5% | $2,551-79.7% |
| Participant deferral / active EE | $1,327 | $1,171+13.3% | $1,790-25.9% | $4,139-67.9% |
| Admin fee / account holder | $9,146 | $1,962+366.1% | $2,495+266.6% | $7,234+26.4% |