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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 | $114,535 | $29,736+285.2% | $56,033+104.4% | $80,935+41.5% |
| Participation rate | 26.4% | 41.7%-15.3pp | 52.5%-26.1pp | 67.7%-41.3pp |
| Annual return | 9.64% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $390 | $671-41.9% | $1,041-62.5% | $2,757-85.9% |
| Participant deferral / active EE | $1,155 | $1,228-5.9% | $1,954-40.9% | $4,299-73.1% |
| Admin fee / account holder | $7,023 | $2,434+188.6% | $2,827+148.4% | $6,924+1.4% |