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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 | $110,871 | $29,733+272.9% | $56,025+97.9% | $80,959+36.9% |
| Participation rate | 5.1% | 41.7%-36.6pp | 52.5%-47.4pp | 67.7%-62.5pp |
| Annual return | 5.42% | 35.28%-29.9pp | 1712.69%-1707.3pp | 35.67%-30.2pp |
| Employer contribution / active EE | $238 | $672-64.6% | $1,042-77.2% | $2,757-91.4% |
| Participant deferral / active EE | $1,333 | $1,229+8.5% | $1,955-31.8% | $4,300-69.0% |
| Admin fee / account holder | $597 | $2,434-75.5% | $2,828-78.9% | $6,925-91.4% |