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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 | $55,472+212.4% | $155,567+11.4% | $74,546+132.5% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 10.19% | 268.72%-258.5pp | 64.74%-54.5pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $656 | $2,269-71.1% | $4,674-86.0% | $2,624-75.0% |
| Participant deferral / active EE | $1,541 | $2,838-45.7% | $5,628-72.6% | $4,347-64.6% |
| Admin fee / account holder | $8,532 | $1,743+389.6% | $15,916-46.4% | $1,944+339.0% |