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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 | $29,716+274.7% | $56,077+98.5% | $80,925+37.6% |
| Participation rate | 23.7% | 41.7%-18.0pp | 52.5%-28.8pp | 67.7%-44.0pp |
| Annual return | 9.74% | 35.30%-25.6pp | 1709.28%-1699.5pp | 35.65%-25.9pp |
| Employer contribution / active EE | $442 | $671-34.1% | $1,040-57.5% | $2,756-84.0% |
| Participant deferral / active EE | $2,272 | $1,228+85.0% | $1,954+16.3% | $4,299-47.1% |
| Admin fee / account holder | $852 | $2,432-65.0% | $2,825-69.8% | $6,940-87.7% |