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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 | $144,759 | $51,638+180.3% | $68,368+111.7% | $82,448+75.6% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 6.86% | 37.53%-30.7pp | 292.57%-285.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $708 | $2,047-65.4% | $2,649-73.3% | $2,551-72.2% |
| Participant deferral / active EE | $2,915 | $2,9140% | $4,123-29.3% | $4,139-29.6% |
| Admin fee / account holder | $40,772 | $4,643+778.1% | $5,150+691.7% | $7,234+463.6% |