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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 | $51,606+199.0% | $129,339+19.3% | $80,911+90.7% |
| Participation rate | 19.6% | 57.0%-37.4pp | 69.6%-50.1pp | 67.6%-48.1pp |
| Annual return | 10.31% | 20.76%-10.5pp | 9437.05%-9426.7pp | 35.63%-25.3pp |
| Employer contribution / active EE | $797 | $1,582-49.6% | $4,154-80.8% | $2,756-71.1% |
| Participant deferral / active EE | $2,040 | $2,669-23.6% | $4,170-51.1% | $4,297-52.5% |
| Admin fee / account holder | $18,205 | $4,310+322.4% | $7,668+137.4% | $6,935+162.5% |