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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 | $148,474 | $37,446+296.5% | $77,552+91.5% | $79,856+85.9% |
| Participation rate | 4.2% | 41.5%-37.4pp | 54.2%-50.0pp | 69.6%-65.5pp |
| Annual return | 10.11% | 39.76%-29.7pp | 54.82%-44.7pp | 31.71%-21.6pp |
| Employer contribution / active EE | $140 | $637-78.0% | $987-85.8% | $2,471-94.3% |
| Participant deferral / active EE | $679 | $1,261-46.2% | $1,861-63.5% | $3,741-81.8% |
| Admin fee / account holder | $1,327 | $2,506-47.0% | $2,859-53.6% | $5,306-75.0% |