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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 | $157,001 | $34,316+357.5% | $74,719+110.1% | $72,983+115.1% |
| Participation rate | 25.8% | 42.4%-16.6pp | 54.5%-28.7pp | 69.5%-43.7pp |
| Annual return | 11.90% | 26.58%-14.7pp | 753.05%-741.2pp | 81.01%-69.1pp |
| Employer contribution / active EE | $428 | $692-38.1% | $1,084-60.5% | $2,440-82.4% |
| Participant deferral / active EE | $527 | $1,272-58.6% | $1,963-73.2% | $3,608-85.4% |
| Admin fee / account holder | $467 | $2,125-78.0% | $3,334-86.0% | $5,124-90.9% |