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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 | $143,862 | $30,437+372.7% | $56,033+156.7% | $74,459+93.2% |
| Participation rate | 34.5% | 32.9%+1.7pp | 52.5%-18.0pp | 67.2%-32.7pp |
| Annual return | 9.22% | 24.96%-15.7pp | 1711.38%-1702.2pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $337 | $610-44.7% | $1,041-67.6% | $2,626-87.1% |
| Participant deferral / active EE | $1,355 | $1,176+15.2% | $1,954-30.7% | $4,350-68.9% |
| Admin fee / account holder | $1,714 | $2,363-27.5% | $2,827-39.4% | $1,945-11.9% |