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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 | $139,637 | $30,423+359.0% | $56,025+149.2% | $74,478+87.5% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 10.49% | 24.97%-14.5pp | 1712.69%-1702.2pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $724 | $610+18.6% | $1,042-30.5% | $2,626-72.4% |
| Participant deferral / active EE | $1,405 | $1,176+19.5% | $1,955-28.1% | $4,350-67.7% |
| Admin fee / account holder | $23,474 | $2,363+893.4% | $2,828+730.0% | $1,946+1106.4% |