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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 | $171,264 | $63,342+170.4% | $92,236+85.7% | $70,131+144.2% |
| Participation rate | 14.8% | 68.7%-53.9pp | 76.5%-61.7pp | 69.5%-54.8pp |
| Annual return | 4.59% | 530.15%-525.6pp | 176.29%-171.7pp | 73.14%-68.6pp |
| Employer contribution / active EE | $685 | $2,471-72.3% | $3,679-81.4% | $2,342-70.7% |
| Participant deferral / active EE | $1,595 | $2,854-44.1% | $3,897-59.1% | $3,332-52.1% |
| Admin fee / account holder | $13,902 | $3,840+262.0% | $5,194+167.7% | $4,645+199.3% |