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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 | $169,875 | $100,970+68.2% | $96,576+75.9% | $137,256+23.8% |
| Participation rate | 41.7% | 82.6%-40.9pp | 81.4%-39.8pp | 80.0%-38.3pp |
| Annual return | 6.00% | 38.16%-32.2pp | 38.47%-32.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $122 | $3,809-96.8% | $3,553-96.6% | $4,156-97.1% |
| Participant deferral / active EE | $5,824 | $8,286-29.7% | $7,956-26.8% | $6,407-9.1% |
| Admin fee / account holder | $52,059 | $11,312+360.2% | $11,381+357.4% | $12,270+324.3% |