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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 | $175,202 | $39,245+346.4% | $64,105+173.3% | $52,331+234.8% |
| Participation rate | 45.5% | 58.2%-12.7pp | 68.2%-22.6pp | 68.1%-22.6pp |
| Annual return | -3.28% | 14.79%-18.1pp | 791.24%-794.5pp | 4.54%-7.8pp |
| Employer contribution / active EE | $1,217 | $736+65.3% | $1,820-33.1% | $1,882-35.3% |
| Participant deferral / active EE | $2,890 | $1,992+45.1% | $2,822+2.4% | $3,022-4.4% |
| Admin fee / account holder | $2,113 | $592+256.6% | $4,499-53.0% | $592+257.2% |