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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 | $111,373 | $51,638+115.7% | $68,368+62.9% | $82,448+35.1% |
| Participation rate | 26.4% | 63.6%-37.2pp | 73.8%-47.3pp | 68.1%-41.7pp |
| Annual return | 13.33% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $304 | $2,047-85.2% | $2,649-88.5% | $2,551-88.1% |
| Participant deferral / active EE | $747 | $2,914-74.4% | $4,123-81.9% | $4,139-82.0% |
| Admin fee / account holder | $3,605 | $4,643-22.4% | $5,150-30.0% | $7,234-50.2% |