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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 | $150,685 | $79,181+90.3% | $102,423+47.1% | $74,429+102.5% |
| Participation rate | 47.1% | 74.8%-27.7pp | 76.5%-29.4pp | 67.2%-20.1pp |
| Annual return | 9.53% | 54.97%-45.4pp | 29.42%-19.9pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $1,223 | $2,362-48.2% | $3,023-59.5% | $2,625-53.4% |
| Participant deferral / active EE | $3,243 | $4,416-26.6% | $5,054-35.8% | $4,348-25.4% |
| Admin fee / account holder | $727 | $2,002-63.7% | $9,455-92.3% | $1,944-62.6% |