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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 | $154,324 | $51,631+198.9% | $129,397+19.3% | $80,925+90.7% |
| Participation rate | 19.6% | 56.9%-37.4pp | 69.6%-50.1pp | 67.7%-48.1pp |
| Annual return | 10.31% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.3pp |
| Employer contribution / active EE | $797 | $1,583-49.6% | $4,154-80.8% | $2,756-71.1% |
| Participant deferral / active EE | $2,040 | $2,670-23.6% | $4,167-51.1% | $4,299-52.6% |
| Admin fee / account holder | $18,205 | $4,309+322.5% | $7,679+137.1% | $6,940+162.3% |