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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 | $165,359 | $58,311+183.6% | $81,882+101.9% | $80,959+104.3% |
| Participation rate | 48.8% | 63.5%-14.7pp | 72.4%-23.6pp | 67.7%-18.9pp |
| Annual return | 8.19% | 41.85%-33.7pp | 779.47%-771.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $647 | $2,347-72.4% | $2,916-77.8% | $2,757-76.5% |
| Participant deferral / active EE | $3,784 | $3,287+15.1% | $4,323-12.5% | $4,300-12.0% |
| Admin fee / account holder | $29,650 | $4,752+523.9% | $7,360+302.9% | $6,925+328.1% |