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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 | $34,932+351.8% | $56,441+179.6% | $74,546+111.7% |
| Participation rate | 25.6% | 32.9%-7.3pp | 52.5%-26.9pp | 67.2%-41.6pp |
| Annual return | 8.86% | 24.90%-16.0pp | 1704.21%-1695.4pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $1,446 | $608+137.6% | $1,039+39.1% | $2,624-44.9% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,907 | $2,359-19.2% | $2,829-32.6% | $1,944-1.9% |