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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 | $100,774 | $29,733+238.9% | $56,025+79.9% | $80,959+24.5% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.6pp |
| Annual return | 10.19% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.5pp |
| Employer contribution / active EE | $383 | $672-43.0% | $1,042-63.3% | $2,757-86.1% |
| Participant deferral / active EE | $1,182 | $1,229-3.9% | $1,955-39.5% | $4,300-72.5% |
| Admin fee / account holder | $4,593 | $2,434+88.7% | $2,828+62.4% | $6,925-33.7% |