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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 | $144,249 | $51,649+179.3% | $124,206+16.1% | $64,097+125.0% |
| Participation rate | 15.4% | 45.2%-29.8pp | 69.6%-54.2pp | 55.2%-39.8pp |
| Annual return | 12.41% | 19.98%-7.6pp | 515.27%-502.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $689 | $1,057-34.8% | $3,540-80.5% | $1,891-63.6% |
| Participant deferral / active EE | $1,252 | $2,165-42.2% | $3,968-68.4% | $3,080-59.4% |
| Admin fee / account holder | $1,562 | $4,237-63.1% | $5,929-73.6% | $3,454-54.8% |