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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 | $161,249 | $63,346+154.6% | $92,240+74.8% | $70,126+129.9% |
| Participation rate | 36.0% | 68.7%-32.7pp | 76.5%-40.5pp | 69.5%-33.5pp |
| Annual return | 11.78% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,680-81.7% | $2,343-71.3% |
| Participant deferral / active EE | $1,393 | $2,854-51.2% | $3,897-64.2% | $3,332-58.2% |
| Admin fee / account holder | $1,347 | $3,841-64.9% | $5,194-74.1% | $4,645-71.0% |