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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 | $29,319+378.2% | $52,425+167.4% | $82,448+70.0% |
| Participation rate | 24.3% | 46.9%-22.6pp | 55.6%-31.3pp | 68.1%-43.8pp |
| Annual return | 10.89% | 535.20%-524.3pp | 302.12%-291.2pp | 41.64%-30.8pp |
| Employer contribution / active EE | $654 | $586+11.5% | $914-28.5% | $2,551-74.4% |
| Participant deferral / active EE | $693 | $1,171-40.9% | $1,790-61.3% | $4,139-83.3% |
| Admin fee / account holder | $27,552 | $1,962+1304.2% | $2,495+1004.4% | $7,234+280.9% |