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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 | $29,716+313.1% | $56,077+118.9% | $80,925+51.7% |
| Participation rate | 20.8% | 41.7%-20.9pp | 52.5%-31.7pp | 67.7%-46.9pp |
| Annual return | 8.57% | 35.30%-26.7pp | 1709.28%-1700.7pp | 35.65%-27.1pp |
| Employer contribution / active EE | $356 | $671-46.9% | $1,040-65.8% | $2,756-87.1% |
| Participant deferral / active EE | $1,323 | $1,228+7.7% | $1,954-32.3% | $4,299-69.2% |
| Admin fee / account holder | $3,639 | $2,432+49.6% | $2,825+28.8% | $6,940-47.6% |