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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 | $149,264 | $23,330+539.8% | $64,489+131.5% | $82,448+81.0% |
| Participation rate | 27.6% | 68.3%-40.7pp | 67.7%-40.1pp | 68.1%-40.5pp |
| Annual return | 9.84% | 83.66%-73.8pp | 55.03%-45.2pp | 41.64%-31.8pp |
| Employer contribution / active EE | $697 | $824-15.4% | $1,523-54.2% | $2,551-72.7% |
| Participant deferral / active EE | $2,022 | $1,707+18.4% | $2,778-27.2% | $4,139-51.2% |
| Admin fee / account holder | $78,314 | $2,946+2558.7% | $4,260+1738.4% | $7,234+982.5% |