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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 | $110,315 | $29,319+276.3% | $52,425+110.4% | $82,448+33.8% |
| Participation rate | 38.9% | 46.9%-8.0pp | 55.6%-16.7pp | 68.1%-29.2pp |
| Annual return | 14.19% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,069 | $586+82.2% | $914+16.9% | $2,551-58.1% |
| Participant deferral / active EE | $2,257 | $1,171+92.7% | $1,790+26.1% | $4,139-45.5% |
| Admin fee / account holder | $4,877 | $1,962+148.5% | $2,495+95.5% | $7,234-32.6% |