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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 | $129,763 | $48,053+170.0% | $84,637+53.3% | $72,976+77.8% |
| Participation rate | 14.6% | 57.6%-42.9pp | 68.2%-53.6pp | 69.5%-54.9pp |
| Annual return | 16.33% | 37.39%-21.1pp | 258.82%-242.5pp | 81.02%-64.7pp |
| Employer contribution / active EE | $439 | $1,602-72.6% | $2,653-83.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,375 | $2,681-48.7% | $3,900-64.7% | $3,608-61.9% |
| Admin fee / account holder | $1,078 | $3,395-68.3% | $4,914-78.1% | $5,124-79.0% |