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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 | $190,333 | $53,837+253.5% | $75,714+151.4% | $85,847+121.7% |
| Participation rate | 18.8% | 69.1%-50.3pp | 74.8%-56.1pp | 69.3%-50.6pp |
| Annual return | 8.14% | 24.54%-16.4pp | 104.62%-96.5pp | 318.61%-310.5pp |
| Employer contribution / active EE | $524 | $2,017-74.0% | $2,744-80.9% | $2,565-79.6% |
| Participant deferral / active EE | $1,746 | $2,895-39.7% | $3,820-54.3% | $3,952-55.8% |
| Admin fee / account holder | $27,648 | $3,339+728.0% | $3,619+664.0% | $6,261+341.6% |