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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 | $104,394 | $29,319+256.1% | $52,425+99.1% | $82,448+26.6% |
| Participation rate | 10.5% | 46.9%-36.3pp | 55.6%-45.1pp | 68.1%-57.5pp |
| Annual return | 13.47% | 535.20%-521.7pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $589 | $586+0.4% | $914-35.6% | $2,551-76.9% |
| Participant deferral / active EE | $1,135 | $1,171-3.1% | $1,790-36.6% | $4,139-72.6% |
| Admin fee / account holder | $71,942 | $1,962+3566.5% | $2,495+2783.6% | $7,234+894.4% |