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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 | $173,296 | $55,446+212.5% | $155,574+11.4% | $74,429+132.8% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 10.19% | 269.20%-259.0pp | 64.87%-54.7pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $656 | $2,266-71.1% | $4,676-86.0% | $2,625-75.0% |
| Participant deferral / active EE | $1,541 | $2,836-45.7% | $5,629-72.6% | $4,348-64.6% |
| Admin fee / account holder | $8,532 | $1,743+389.5% | $15,914-46.4% | $1,944+338.8% |