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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 | $140,192 | $28,624+389.8% | $53,647+161.3% | $82,637+69.6% |
| Participation rate | 24.3% | 47.3%-23.0pp | 56.3%-32.0pp | 68.1%-43.8pp |
| Annual return | 10.89% | 664.98%-654.1pp | 358.33%-347.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $654 | $637+2.7% | $962-32.1% | $2,552-74.4% |
| Participant deferral / active EE | $693 | $1,196-42.1% | $1,813-61.8% | $4,126-83.2% |
| Admin fee / account holder | $27,552 | $2,022+1262.8% | $2,460+1020.1% | $7,339+275.4% |