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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 | $24,618+506.3% | $71,585+108.5% | $82,637+80.6% |
| Participation rate | 27.6% | 68.2%-40.6pp | 68.2%-40.6pp | 68.1%-40.5pp |
| Annual return | 9.84% | 93.17%-83.3pp | 59.26%-49.4pp | 53.51%-43.7pp |
| Employer contribution / active EE | $697 | $852-18.2% | $1,669-58.2% | $2,552-72.7% |
| Participant deferral / active EE | $2,022 | $1,720+17.5% | $2,923-30.8% | $4,126-51.0% |
| Admin fee / account holder | $78,314 | $3,285+2284.3% | $4,712+1562.2% | $7,339+967.1% |