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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 | $29,716+273.1% | $56,077+97.7% | $80,925+37.0% |
| Participation rate | 5.1% | 41.7%-36.6pp | 52.5%-47.4pp | 67.7%-62.5pp |
| Annual return | 5.42% | 35.30%-29.9pp | 1709.28%-1703.9pp | 35.65%-30.2pp |
| Employer contribution / active EE | $238 | $671-64.6% | $1,040-77.2% | $2,756-91.4% |
| Participant deferral / active EE | $1,333 | $1,228+8.5% | $1,954-31.8% | $4,299-69.0% |
| Admin fee / account holder | $597 | $2,432-75.5% | $2,825-78.9% | $6,940-91.4% |