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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 | $98,640 | $27,924+253.2% | $58,544+68.5% | $75,181+31.2% |
| Participation rate | 34.3% | 38.8%-4.6pp | 50.9%-16.6pp | 67.2%-32.9pp |
| Annual return | 8.27% | 44.20%-35.9pp | 4249.56%-4241.3pp | 160.69%-152.4pp |
| Employer contribution / active EE | $408 | $669-39.0% | $1,053-61.2% | $2,671-84.7% |
| Participant deferral / active EE | $1,643 | $1,202+36.7% | $1,923-14.5% | $4,126-60.2% |
| Admin fee / account holder | $34,444 | $1,726+1895.4% | $2,520+1267.0% | $5,650+509.6% |