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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 | $174,543 | $58,258+199.6% | $81,820+113.3% | $80,925+115.7% |
| Participation rate | 56.3% | 63.5%-7.2pp | 72.4%-16.1pp | 67.7%-11.4pp |
| Annual return | 10.18% | 41.76%-31.6pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $768 | $2,345-67.3% | $2,915-73.7% | $2,756-72.1% |
| Participant deferral / active EE | $3,332 | $3,284+1.5% | $4,323-22.9% | $4,299-22.5% |
| Admin fee / account holder | $1,218 | $4,976-75.5% | $7,391-83.5% | $6,940-82.5% |