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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 | $158,755 | $53,128+198.8% | $86,581+83.4% | $70,124+126.4% |
| Participation rate | 55.9% | 65.3%-9.4pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 10.98% | 27.66%-16.7pp | 965.06%-954.1pp | 73.14%-62.2pp |
| Employer contribution / active EE | $4,552 | $2,068+120.1% | $2,840+60.3% | $2,342+94.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,426 | $3,584+51.4% | $4,904+10.6% | $4,645+16.8% |