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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 | $207,731 | $67,894+206.0% | $89,340+132.5% | $82,448+152.0% |
| Participation rate | 43.3% | 64.0%-20.7pp | 69.6%-26.2pp | 68.1%-24.7pp |
| Annual return | 5.05% | 19.21%-14.2pp | 20.57%-15.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $813 | $1,828-55.5% | $2,231-63.6% | $2,551-68.1% |
| Participant deferral / active EE | $1,558 | $3,072-49.3% | $3,823-59.2% | $4,139-62.4% |
| Admin fee / account holder | $32,400 | $5,723+466.1% | $6,704+383.3% | $7,234+347.9% |