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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 | $156,870 | $25,014+527.1% | $69,623+125.3% | $80,935+93.8% |
| Participation rate | 28.6% | 64.2%-35.6pp | 66.4%-37.9pp | 67.7%-39.1pp |
| Annual return | 11.60% | 19.08%-7.5pp | 101.23%-89.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,149 | $1,840-37.5% | $2,890-60.2% | $4,299-73.3% |
| Admin fee / account holder | $2,725 | $2,491+9.4% | $4,696-42.0% | $6,924-60.6% |