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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 | $136,923 | $29,670+361.5% | $56,054+144.3% | $80,911+69.2% |
| Participation rate | 11.5% | 41.7%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 8.20% | 35.24%-27.0pp | 1705.95%-1697.7pp | 35.63%-27.4pp |
| Employer contribution / active EE | $732 | $670+9.3% | $1,039-29.5% | $2,756-73.4% |
| Participant deferral / active EE | $1,459 | $1,227+18.9% | $1,952-25.3% | $4,297-66.1% |
| Admin fee / account holder | $2,264 | $2,431-6.8% | $2,822-19.8% | $6,935-67.3% |