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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 | $154,953 | $81,668+89.7% | $58,507+164.8% | $139,487+11.1% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 4.62% | 7430.07%-7425.5pp | 4252.32%-4247.7pp | 373.84%-369.2pp |
| Employer contribution / active EE | $368 | $1,398-73.7% | $1,053-65.1% | $4,755-92.3% |
| Participant deferral / active EE | $6,667 | $2,554+161.1% | $1,922+246.8% | $6,713-0.7% |
| Admin fee / account holder | $1,395 | $3,212-56.6% | $2,486-43.9% | $11,407-87.8% |