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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 | $132,726 | $37,446+254.4% | $77,552+71.1% | $79,856+66.2% |
| Participation rate | 16.4% | 41.5%-25.1pp | 54.2%-37.8pp | 69.6%-53.2pp |
| Annual return | 9.45% | 39.76%-30.3pp | 54.82%-45.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $312 | $637-51.1% | $987-68.4% | $2,471-87.4% |
| Participant deferral / active EE | $1,329 | $1,261+5.4% | $1,861-28.6% | $3,741-64.5% |
| Admin fee / account holder | $24,032 | $2,506+858.9% | $2,859+740.5% | $5,306+352.9% |