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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 | $157,832 | $30,423+418.8% | $56,025+181.7% | $74,478+111.9% |
| Participation rate | 25.6% | 32.9%-7.3pp | 52.5%-26.9pp | 67.2%-41.6pp |
| Annual return | 8.86% | 24.97%-16.1pp | 1712.69%-1703.8pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $1,446 | $610+136.9% | $1,042+38.8% | $2,626-45.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,907 | $2,363-19.3% | $2,828-32.6% | $1,946-2.0% |