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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 | $216,056 | $70,366+207.0% | $66,674+224.0% | $138,895+55.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 12.01% | 386.41%-374.4pp | 321.24%-309.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $599 | $2,765-78.3% | $2,620-77.1% | $4,194-85.7% |
| Participant deferral / active EE | $3,216 | $4,374-26.5% | $4,084-21.3% | $6,396-49.7% |
| Admin fee / account holder | $77,657 | $5,262+1375.7% | $5,098+1423.3% | $12,562+518.2% |