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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 | $244,465 | $48,432+404.8% | $121,204+101.7% | $71,511+241.9% |
| Participation rate | 12.7% | 54.3%-41.7pp | 69.5%-56.9pp | 67.9%-55.3pp |
| Annual return | 14.21% | 23.28%-9.1pp | 987.18%-973.0pp | 28.86%-14.6pp |
| Employer contribution / active EE | $600 | $1,493-59.8% | $4,170-85.6% | $2,589-76.8% |
| Participant deferral / active EE | $1,186 | $2,756-57.0% | $4,083-71.0% | $4,291-72.4% |
| Admin fee / account holder | $9,775 | $1,845+429.9% | $5,651+73.0% | $1,588+515.4% |