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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 | $149,146 | $51,638+188.8% | $129,406+15.3% | $80,959+84.2% |
| Participation rate | 34.4% | 56.9%-22.6pp | 69.6%-35.3pp | 67.7%-33.3pp |
| Annual return | 9.99% | 20.78%-10.8pp | 9468.18%-9458.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,431 | $1,584-9.6% | $4,155-65.6% | $2,757-48.1% |
| Participant deferral / active EE | $2,270 | $2,670-15.0% | $4,167-45.5% | $4,300-47.2% |
| Admin fee / account holder | $12,617 | $4,313+192.5% | $7,689+64.1% | $6,925+82.2% |