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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 | $181,181 | $29,319+518.0% | $52,425+245.6% | $82,448+119.8% |
| Participation rate | 4.2% | 46.9%-42.7pp | 55.6%-51.5pp | 68.1%-63.9pp |
| Annual return | 11.22% | 535.20%-524.0pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $477 | $1,171-59.3% | $1,790-73.4% | $4,139-88.5% |
| Admin fee / account holder | $1,375 | $1,962-29.9% | $2,495-44.9% | $7,234-81.0% |