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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 | $58,275+156.6% | $81,844+82.7% | $80,935+84.8% |
| Participation rate | 31.0% | 63.5%-32.4pp | 72.4%-41.3pp | 67.7%-36.6pp |
| Annual return | 5.97% | 41.82%-35.8pp | 778.87%-772.9pp | 35.66%-29.7pp |
| Employer contribution / active EE | $777 | $2,346-66.9% | $2,916-73.4% | $2,757-71.8% |
| Participant deferral / active EE | $1,485 | $3,285-54.8% | $4,323-65.6% | $4,299-65.5% |
| Admin fee / account holder | $1,327 | $4,749-72.1% | $7,355-82.0% | $6,924-80.8% |