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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 | $191,632 | $67,823+182.5% | $52,425+265.5% | $137,256+39.6% |
| Participation rate | 15.4% | 63.9%-48.5pp | 55.6%-40.2pp | 80.0%-64.6pp |
| Annual return | 4.06% | 219.11%-215.1pp | 302.12%-298.1pp | 220.34%-216.3pp |
| Employer contribution / active EE | $479 | $1,163-58.8% | $914-47.6% | $4,156-88.5% |
| Participant deferral / active EE | $3,615 | $2,288+58.0% | $1,790+101.9% | $6,407-43.6% |
| Admin fee / account holder | $749 | $2,844-73.7% | $2,495-70.0% | $12,270-93.9% |