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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 | $165,481 | $72,269+129.0% | $101,271+63.4% | $79,852+107.2% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 4.82% | 22.29%-17.5pp | 46.48%-41.7pp | 31.72%-26.9pp |
| Employer contribution / active EE | $970 | $2,692-64.0% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $2,685 | $3,282-18.2% | $4,371-38.6% | $3,740-28.2% |
| Admin fee / account holder | $20,151 | $4,401+357.9% | $5,948+238.8% | $5,306+279.8% |