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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 | $28,624+257.3% | $53,647+90.6% | $82,637+23.8% |
| Participation rate | 51.9% | 47.3%+4.6pp | 56.3%-4.4pp | 68.1%-16.2pp |
| Annual return | 12.02% | 664.98%-653.0pp | 358.33%-346.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,570 | $637+146.7% | $962+63.2% | $2,552-38.5% |
| Participant deferral / active EE | $3,932 | $1,196+228.7% | $1,813+116.8% | $4,126-4.7% |
| Admin fee / account holder | $39,649 | $2,022+1861.2% | $2,460+1511.8% | $7,339+440.3% |