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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 | $162,890 | $48,327+237.1% | $67,575+141.0% | $80,935+101.3% |
| Participation rate | 15.8% | 66.4%-50.6pp | 72.9%-57.1pp | 67.7%-51.9pp |
| Annual return | 7.04% | 18.31%-11.3pp | 3528.98%-3521.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $422 | $2,022-79.1% | $2,736-84.6% | $2,757-84.7% |
| Participant deferral / active EE | $2,932 | $2,927+0.1% | $4,003-26.8% | $4,299-31.8% |
| Admin fee / account holder | $7,607 | $3,692+106.0% | $3,993+90.5% | $6,924+9.9% |