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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 | $101,640 | $27,936+263.8% | $58,561+73.6% | $75,173+35.2% |
| Participation rate | 13.3% | 38.8%-25.6pp | 50.9%-37.6pp | 67.2%-54.0pp |
| Annual return | 12.38% | 44.21%-31.8pp | 4251.33%-4238.9pp | 160.72%-148.3pp |
| Employer contribution / active EE | $442 | $670-34.0% | $1,053-58.1% | $2,671-83.5% |
| Participant deferral / active EE | $1,248 | $1,202+3.9% | $1,923-35.1% | $4,126-69.8% |
| Admin fee / account holder | $20,223 | $1,727+1071.2% | $2,520+702.3% | $5,651+257.9% |