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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 | $209,572 | $49,891+320.1% | $80,607+160.0% | $75,181+178.8% |
| Participation rate | 29.6% | 55.3%-25.7pp | 67.0%-37.4pp | 67.2%-37.6pp |
| Annual return | 13.75% | 34.67%-20.9pp | 936.11%-922.4pp | 160.69%-146.9pp |
| Employer contribution / active EE | $878 | $1,698-48.3% | $2,724-67.8% | $2,671-67.1% |
| Participant deferral / active EE | $1,657 | $2,991-44.6% | $4,448-62.7% | $4,126-59.8% |
| Admin fee / account holder | $1,298 | $3,578-63.7% | $5,379-75.9% | $5,650-77.0% |