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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 | $30,437+443.7% | $56,033+195.3% | $74,459+122.2% |
| Participation rate | 18.9% | 32.9%-14.0pp | 52.5%-33.6pp | 67.2%-48.3pp |
| Annual return | 9.78% | 24.96%-15.2pp | 1711.38%-1701.6pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $910 | $610+49.2% | $1,041-12.6% | $2,626-65.3% |
| Participant deferral / active EE | $1,292 | $1,176+9.9% | $1,954-33.9% | $4,350-70.3% |
| Admin fee / account holder | $27,112 | $2,363+1047.3% | $2,827+859.0% | $1,945+1294.1% |