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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 | $165,473 | $30,421+443.9% | $56,077+195.1% | $74,429+122.3% |
| Participation rate | 18.9% | 32.9%-13.9pp | 52.5%-33.6pp | 67.2%-48.3pp |
| Annual return | 9.78% | 24.94%-15.2pp | 1709.28%-1699.5pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $910 | $610+49.3% | $1,040-12.5% | $2,625-65.3% |
| Participant deferral / active EE | $1,292 | $1,175+10.0% | $1,954-33.9% | $4,348-70.3% |
| Admin fee / account holder | $27,112 | $2,363+1047.2% | $2,825+859.8% | $1,944+1294.4% |