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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 | $166,517 | $29,319+467.9% | $52,425+217.6% | $82,448+102.0% |
| Participation rate | 4.6% | 46.9%-42.2pp | 55.6%-51.0pp | 68.1%-63.5pp |
| Annual return | 12.88% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $449 | $586-23.4% | $914-50.9% | $2,551-82.4% |
| Participant deferral / active EE | $832 | $1,171-29.0% | $1,790-53.6% | $4,139-79.9% |
| Admin fee / account holder | $21,002 | $1,962+970.4% | $2,495+741.8% | $7,234+190.3% |