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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 | $145,906 | $29,319+397.6% | $52,425+178.3% | $82,448+77.0% |
| Participation rate | 35.8% | 46.9%-11.0pp | 55.6%-19.8pp | 68.1%-32.2pp |
| Annual return | 9.49% | 535.20%-525.7pp | 302.12%-292.6pp | 41.64%-32.2pp |
| Employer contribution / active EE | $870 | $586+48.4% | $914-4.8% | $2,551-65.9% |
| Participant deferral / active EE | $1,007 | $1,171-14.0% | $1,790-43.8% | $4,139-75.7% |
| Admin fee / account holder | $887 | $1,962-54.8% | $2,495-64.4% | $7,234-87.7% |