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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 | $124,508 | $29,319+324.7% | $52,425+137.5% | $82,448+51.0% |
| Participation rate | 16.2% | 46.9%-30.7pp | 55.6%-39.4pp | 68.1%-51.9pp |
| Annual return | 13.28% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.4pp |
| Employer contribution / active EE | $493 | $586-15.9% | $914-46.0% | $2,551-80.7% |
| Participant deferral / active EE | $1,489 | $1,171+27.1% | $1,790-16.8% | $4,139-64.0% |
| Admin fee / account holder | $12,454 | $1,962+534.7% | $2,495+399.2% | $7,234+72.1% |