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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 | $160,759 | $63,354+153.7% | $94,105+70.8% | $82,637+94.5% |
| Participation rate | 56.8% | 63.8%-7.1pp | 71.9%-15.2pp | 68.1%-11.3pp |
| Annual return | 8.56% | 34.36%-25.8pp | 204.55%-196.0pp | 53.51%-44.9pp |
| Employer contribution / active EE | $849 | $1,760-51.8% | $2,504-66.1% | $2,552-66.8% |
| Participant deferral / active EE | $4,219 | $2,873+46.8% | $3,881+8.7% | $4,126+2.3% |
| Admin fee / account holder | $89,195 | $5,073+1658.3% | $6,199+1338.8% | $7,339+1115.4% |