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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 | $155,046 | $49,976+210.2% | $66,674+132.5% | $82,637+87.6% |
| Participation rate | 28.9% | 63.1%-34.1pp | 73.7%-44.7pp | 68.1%-39.1pp |
| Annual return | 12.15% | 39.09%-26.9pp | 321.24%-309.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $656 | $1,988-67.0% | $2,620-75.0% | $2,552-74.3% |
| Participant deferral / active EE | $1,295 | $2,847-54.5% | $4,084-68.3% | $4,126-68.6% |
| Admin fee / account holder | $4,790 | $4,594+4.3% | $5,098-6.0% | $7,339-34.7% |