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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 | $29,716+365.1% | $56,077+146.4% | $80,925+70.8% |
| Participation rate | 22.9% | 41.7%-18.8pp | 52.5%-29.6pp | 67.7%-44.8pp |
| Annual return | 8.50% | 35.30%-26.8pp | 1709.28%-1700.8pp | 35.65%-27.1pp |
| Employer contribution / active EE | $671 | $6710% | $1,040-35.5% | $2,756-75.7% |
| Participant deferral / active EE | $2,395 | $1,228+94.9% | $1,954+22.6% | $4,299-44.3% |
| Admin fee / account holder | $554 | $2,432-77.2% | $2,825-80.4% | $6,940-92.0% |