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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 | $173,979 | $65,555+165.4% | $86,216+101.8% | $75,173+131.4% |
| Participation rate | 30.6% | 60.5%-29.9pp | 69.0%-38.4pp | 67.2%-36.6pp |
| Annual return | 6.94% | 46.07%-39.1pp | 1169.42%-1162.5pp | 160.72%-153.8pp |
| Employer contribution / active EE | $824 | $1,553-47.0% | $2,382-65.4% | $2,671-69.2% |
| Participant deferral / active EE | $1,469 | $3,023-51.4% | $3,986-63.1% | $4,126-64.4% |
| Admin fee / account holder | $572 | $5,469-89.5% | $6,853-91.7% | $5,651-89.9% |