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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 | $162,264 | $59,456+172.9% | $93,669+73.2% | $74,429+118.0% |
| Participation rate | 41.2% | 59.6%-18.5pp | 68.7%-27.5pp | 67.2%-26.0pp |
| Annual return | 9.57% | 82.00%-72.4pp | 133.59%-124.0pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $837 | $1,266-33.9% | $2,424-65.5% | $2,625-68.1% |
| Participant deferral / active EE | $4,185 | $3,052+37.1% | $4,416-5.2% | $4,348-3.8% |
| Admin fee / account holder | $4,403 | $3,026+45.5% | $8,291-46.9% | $1,944+126.5% |