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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 | $29,670+313.7% | $56,054+119.0% | $80,911+51.7% |
| Participation rate | 20.8% | 41.7%-20.9pp | 52.5%-31.7pp | 67.6%-46.9pp |
| Annual return | 8.57% | 35.24%-26.7pp | 1705.95%-1697.4pp | 35.63%-27.1pp |
| Employer contribution / active EE | $356 | $670-46.8% | $1,039-65.7% | $2,756-87.1% |
| Participant deferral / active EE | $1,323 | $1,227+7.9% | $1,952-32.2% | $4,297-69.2% |
| Admin fee / account holder | $3,639 | $2,431+49.7% | $2,822+28.9% | $6,935-47.5% |