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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 | $169,846 | $30,421+458.3% | $56,077+202.9% | $74,429+128.2% |
| Participation rate | 4.5% | 32.9%-28.4pp | 52.5%-48.0pp | 67.2%-62.7pp |
| Annual return | 7.82% | 24.94%-17.1pp | 1709.28%-1701.5pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $155 | $610-74.6% | $1,040-85.1% | $2,625-94.1% |
| Participant deferral / active EE | $583 | $1,175-50.4% | $1,954-70.2% | $4,348-86.6% |
| Admin fee / account holder | $19,813 | $2,363+738.3% | $2,825+601.4% | $1,944+919.0% |