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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 | $153,463 | $56,047+173.8% | $98,716+55.5% | $79,634+92.7% |
| Participation rate | 18.9% | 54.6%-35.7pp | 69.3%-50.4pp | 62.5%-43.5pp |
| Annual return | 11.64% | 17.58%-5.9pp | 31.81%-20.2pp | 36.46%-24.8pp |
| Employer contribution / active EE | $373 | $1,237-69.9% | $2,279-83.6% | $2,529-85.3% |
| Participant deferral / active EE | $832 | $2,469-66.3% | $4,048-79.5% | $3,835-78.3% |
| Admin fee / account holder | $18,208 | $1,512+1104.2% | $8,703+109.2% | $1,002+1717.3% |