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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 | $153,431 | $27,936+449.2% | $58,561+162.0% | $75,173+104.1% |
| Participation rate | 8.9% | 38.8%-30.0pp | 50.9%-42.0pp | 67.2%-58.3pp |
| Annual return | 14.30% | 44.21%-29.9pp | 4251.33%-4237.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $323 | $670-51.7% | $1,053-69.3% | $2,671-87.9% |
| Participant deferral / active EE | $1,839 | $1,202+53.0% | $1,923-4.4% | $4,126-55.4% |
| Admin fee / account holder | $1,094 | $1,727-36.6% | $2,520-56.6% | $5,651-80.6% |