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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 | $109,907 | $29,319+274.9% | $52,425+109.6% | $82,448+33.3% |
| Participation rate | 8.0% | 46.9%-38.9pp | 55.6%-47.6pp | 68.1%-60.1pp |
| Annual return | 12.13% | 535.20%-523.1pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $148 | $586-74.7% | $914-83.8% | $2,551-94.2% |
| Participant deferral / active EE | $863 | $1,171-26.3% | $1,790-51.8% | $4,139-79.1% |
| Admin fee / account holder | $75,000 | $1,962+3722.4% | $2,495+2906.1% | $7,234+936.7% |