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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 | $135,889 | $29,319+363.5% | $52,425+159.2% | $82,448+64.8% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 12.64% | 535.20%-522.6pp | 302.12%-289.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $77 | $586-86.9% | $914-91.6% | $2,551-97.0% |
| Participant deferral / active EE | $1,178 | $1,171+0.6% | $1,790-34.2% | $4,139-71.5% |
| Admin fee / account holder | $24,247 | $1,962+1135.7% | $2,495+871.9% | $7,234+235.2% |