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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 | $167,108 | $76,522+118.4% | $56,033+198.2% | $145,884+14.5% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 5.25% | 3014.28%-3009.0pp | 1711.38%-1706.1pp | 551.85%-546.6pp |
| Employer contribution / active EE | $572 | $1,382-58.6% | $1,041-45.0% | $4,662-87.7% |
| Participant deferral / active EE | $3,900 | $2,624+48.6% | $1,954+99.6% | $6,690-41.7% |
| Admin fee / account holder | $898 | $3,328-73.0% | $2,827-68.2% | $13,392-93.3% |