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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 | $146,122 | $37,446+290.2% | $77,552+88.4% | $79,856+83.0% |
| Participation rate | 26.9% | 41.5%-14.6pp | 54.2%-27.3pp | 69.6%-42.7pp |
| Annual return | 0.68% | 39.76%-39.1pp | 54.82%-54.1pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,466 | $637+443.9% | $987+251.3% | $2,471+40.2% |
| Participant deferral / active EE | $4,244 | $1,261+236.6% | $1,861+128.0% | $3,741+13.4% |
| Admin fee / account holder | $51,265 | $2,506+1945.6% | $2,859+1693.0% | $5,306+866.1% |