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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 | $58,311+199.3% | $81,882+113.2% | $80,959+115.6% |
| Participation rate | 56.3% | 63.5%-7.2pp | 72.4%-16.1pp | 67.7%-11.4pp |
| Annual return | 10.18% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $768 | $2,347-67.3% | $2,916-73.7% | $2,757-72.1% |
| Participant deferral / active EE | $3,332 | $3,287+1.4% | $4,323-22.9% | $4,300-22.5% |
| Admin fee / account holder | $1,218 | $4,752-74.4% | $7,360-83.5% | $6,925-82.4% |