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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 | $122,366 | $29,319+317.4% | $52,425+133.4% | $82,448+48.4% |
| Participation rate | 51.4% | 46.9%+4.6pp | 55.6%-4.2pp | 68.1%-16.6pp |
| Annual return | 13.66% | 535.20%-521.5pp | 302.12%-288.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,456 | $586+148.2% | $914+59.2% | $2,551-42.9% |
| Participant deferral / active EE | $3,436 | $1,171+193.3% | $1,790+91.9% | $4,139-17.0% |
| Admin fee / account holder | $1,944 | $1,962-0.9% | $2,495-22.1% | $7,234-73.1% |