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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 | $149,552 | $58,234+156.8% | $81,783+82.9% | $80,874+84.9% |
| Participation rate | 31.0% | 63.4%-32.4pp | 72.4%-41.3pp | 67.6%-36.6pp |
| Annual return | 5.97% | 41.70%-35.7pp | 775.05%-769.1pp | 35.62%-29.6pp |
| Employer contribution / active EE | $777 | $2,341-66.8% | $2,913-73.3% | $2,756-71.8% |
| Participant deferral / active EE | $1,485 | $3,283-54.8% | $4,320-65.6% | $4,297-65.4% |
| Admin fee / account holder | $1,327 | $4,982-73.4% | $7,380-82.0% | $6,935-80.9% |