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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 | $29,716+239.1% | $56,077+79.7% | $80,925+24.5% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.5pp |
| Annual return | 10.19% | 35.30%-25.1pp | 1709.28%-1699.1pp | 35.65%-25.5pp |
| Employer contribution / active EE | $383 | $671-43.0% | $1,040-63.2% | $2,756-86.1% |
| Participant deferral / active EE | $1,182 | $1,228-3.8% | $1,954-39.5% | $4,299-72.5% |
| Admin fee / account holder | $4,593 | $2,432+88.9% | $2,825+62.6% | $6,940-33.8% |