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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 | $154,222 | $58,311+164.5% | $81,882+88.3% | $80,959+90.5% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.4%-14.7pp | 67.7%-10.0pp |
| Annual return | 6.94% | 41.85%-34.9pp | 779.47%-772.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $778 | $2,347-66.8% | $2,916-73.3% | $2,757-71.8% |
| Participant deferral / active EE | $995 | $3,287-69.7% | $4,323-77.0% | $4,300-76.9% |
| Admin fee / account holder | $10,135 | $4,752+113.3% | $7,360+37.7% | $6,925+46.3% |