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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 | $109,907 | $36,948+197.5% | $73,658+49.2% | $87,485+25.6% |
| Participation rate | 8.0% | 46.8%-38.8pp | 57.0%-49.0pp | 68.9%-60.9pp |
| Annual return | 12.13% | 28.64%-16.5pp | 29.72%-17.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $148 | $670-77.9% | $1,032-85.6% | $2,596-94.3% |
| Participant deferral / active EE | $863 | $1,379-37.4% | $2,062-58.1% | $4,274-79.8% |
| Admin fee / account holder | $75,000 | $2,531+2863.5% | $3,357+2134.4% | $7,775+864.7% |