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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 | $138,199 | $29,733+364.8% | $56,025+146.7% | $80,959+70.7% |
| Participation rate | 22.9% | 41.7%-18.9pp | 52.5%-29.7pp | 67.7%-44.8pp |
| Annual return | 8.50% | 35.28%-26.8pp | 1712.69%-1704.2pp | 35.67%-27.2pp |
| Employer contribution / active EE | $671 | $672-0.1% | $1,042-35.6% | $2,757-75.7% |
| Participant deferral / active EE | $2,395 | $1,229+94.8% | $1,955+22.5% | $4,300-44.3% |
| Admin fee / account holder | $554 | $2,434-77.3% | $2,828-80.4% | $6,925-92.0% |