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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 | $145,043 | $27,936+419.2% | $58,561+147.7% | $75,173+92.9% |
| Participation rate | 22.0% | 38.8%-16.8pp | 50.9%-28.9pp | 67.2%-45.2pp |
| Annual return | 13.44% | 44.21%-30.8pp | 4251.33%-4237.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $615 | $670-8.1% | $1,053-41.6% | $2,671-77.0% |
| Participant deferral / active EE | $2,699 | $1,202+124.6% | $1,923+40.3% | $4,126-34.6% |
| Admin fee / account holder | $3,217 | $1,727+86.3% | $2,520+27.6% | $5,651-43.1% |