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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 | $122,747 | $29,733+312.8% | $56,025+119.1% | $80,959+51.6% |
| Participation rate | 20.8% | 41.7%-21.0pp | 52.5%-31.8pp | 67.7%-46.9pp |
| Annual return | 8.57% | 35.28%-26.7pp | 1712.69%-1704.1pp | 35.67%-27.1pp |
| Employer contribution / active EE | $356 | $672-47.0% | $1,042-65.8% | $2,757-87.1% |
| Participant deferral / active EE | $1,323 | $1,229+7.6% | $1,955-32.3% | $4,300-69.2% |
| Admin fee / account holder | $3,639 | $2,434+49.5% | $2,828+28.6% | $6,925-47.5% |