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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 | $133,015 | $51,638+157.6% | $68,368+94.6% | $82,448+61.3% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 3.73% | 37.53%-33.8pp | 292.57%-288.8pp | 41.64%-37.9pp |
| Employer contribution / active EE | $664 | $2,047-67.5% | $2,649-74.9% | $2,551-74.0% |
| Participant deferral / active EE | $943 | $2,914-67.6% | $4,123-77.1% | $4,139-77.2% |
| Admin fee / account holder | $1,965 | $4,643-57.7% | $5,150-61.9% | $7,234-72.8% |