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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 | $160,657 | $29,667+441.5% | $56,441+184.6% | $80,874+98.7% |
| Participation rate | 13.7% | 41.7%-27.9pp | 52.5%-38.8pp | 67.6%-53.9pp |
| Annual return | 9.46% | 35.22%-25.8pp | 1704.21%-1694.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $158 | $669-76.3% | $1,039-84.8% | $2,756-94.3% |
| Participant deferral / active EE | $832 | $1,227-32.2% | $1,953-57.4% | $4,297-80.6% |
| Admin fee / account holder | $2,885 | $2,429+18.8% | $2,829+2.0% | $6,935-58.4% |