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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 | $111,337 | $29,733+274.5% | $56,025+98.7% | $80,959+37.5% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.7%-44.0pp |
| Annual return | 9.74% | 35.28%-25.5pp | 1712.69%-1702.9pp | 35.67%-25.9pp |
| Employer contribution / active EE | $442 | $672-34.2% | $1,042-57.6% | $2,757-84.0% |
| Participant deferral / active EE | $2,272 | $1,229+84.8% | $1,955+16.3% | $4,300-47.2% |
| Admin fee / account holder | $852 | $2,434-65.0% | $2,828-69.9% | $6,925-87.7% |