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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 | $108,995 | $27,924+290.3% | $58,544+86.2% | $75,181+45.0% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.9pp | 67.2%-55.2pp |
| Annual return | 13.64% | 44.20%-30.6pp | 4249.56%-4235.9pp | 160.69%-147.0pp |
| Employer contribution / active EE | $756 | $669+13.0% | $1,053-28.2% | $2,671-71.7% |
| Participant deferral / active EE | $1,260 | $1,202+4.8% | $1,923-34.5% | $4,126-69.5% |
| Admin fee / account holder | $1,915 | $1,726+10.9% | $2,520-24.0% | $5,650-66.1% |