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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 | $100,964 | $27,243+270.6% | $52,425+92.6% | $79,634+26.8% |
| Participation rate | 17.5% | 22.4%-4.9pp | 55.6%-38.1pp | 62.5%-45.0pp |
| Annual return | 12.28% | 63.36%-51.1pp | 302.12%-289.8pp | 36.46%-24.2pp |
| Employer contribution / active EE | $441 | $319+38.3% | $914-51.7% | $2,529-82.5% |
| Participant deferral / active EE | $863 | $636+35.8% | $1,790-51.8% | $3,835-77.5% |
| Admin fee / account holder | $7,704 | $2,105+266.0% | $2,495+208.8% | $1,002+668.9% |