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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 | $118,545 | $27,936+324.3% | $58,561+102.4% | $75,173+57.7% |
| Participation rate | 27.9% | 38.8%-10.9pp | 50.9%-22.9pp | 67.2%-39.3pp |
| Annual return | 5.58% | 44.21%-38.6pp | 4251.33%-4245.7pp | 160.72%-155.1pp |
| Employer contribution / active EE | $999 | $670+49.2% | $1,053-5.2% | $2,671-62.6% |
| Participant deferral / active EE | $2,155 | $1,202+79.3% | $1,923+12.1% | $4,126-47.8% |
| Admin fee / account holder | $4,286 | $1,727+148.2% | $2,520+70.1% | $5,651-24.1% |