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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 | $102,266 | $29,319+248.8% | $52,425+95.1% | $82,448+24.0% |
| Participation rate | 51.9% | 46.9%+5.0pp | 55.6%-3.8pp | 68.1%-16.2pp |
| Annual return | 12.02% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,570 | $586+167.8% | $914+71.8% | $2,551-38.4% |
| Participant deferral / active EE | $3,932 | $1,171+235.7% | $1,790+119.6% | $4,139-5.0% |
| Admin fee / account holder | $39,649 | $1,962+1920.7% | $2,495+1489.2% | $7,234+448.1% |