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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 | $102,713 | $59,456+72.8% | $93,669+9.7% | $74,429+38.0% |
| Participation rate | 20.7% | 59.6%-39.0pp | 68.7%-48.1pp | 67.2%-46.6pp |
| Annual return | 8.80% | 82.00%-73.2pp | 133.59%-124.8pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $531 | $1,266-58.0% | $2,424-78.1% | $2,625-79.8% |
| Participant deferral / active EE | $1,831 | $3,052-40.0% | $4,416-58.5% | $4,348-57.9% |
| Admin fee / account holder | $4,725 | $3,026+56.2% | $8,291-43.0% | $1,944+143.0% |