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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 | $117,144 | $29,051+303.2% | $52,425+123.5% | $67,986+72.3% |
| Participation rate | 11.7% | 30.4%-18.7pp | 55.6%-43.9pp | 57.2%-45.5pp |
| Annual return | 13.10% | 24.00%-10.9pp | 302.12%-289.0pp | 31.67%-18.6pp |
| Employer contribution / active EE | $254 | $412-38.3% | $914-72.2% | $2,019-87.4% |
| Participant deferral / active EE | $918 | $873+5.1% | $1,790-48.7% | $3,358-72.7% |
| Admin fee / account holder | $4,284 | $2,113+102.8% | $2,495+71.7% | $3,203+33.7% |