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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 | $178,147 | $97,648+82.4% | $121,663+46.4% | $87,485+103.6% |
| Participation rate | 31.9% | 70.5%-38.6pp | 74.5%-42.6pp | 68.9%-37.0pp |
| Annual return | 11.31% | 18.03%-6.7pp | 147.54%-136.2pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,189 | $2,300-48.3% | $3,020-60.6% | $2,596-54.2% |
| Participant deferral / active EE | $2,845 | $3,923-27.5% | $4,887-41.8% | $4,274-33.4% |
| Admin fee / account holder | $33,799 | $11,100+204.5% | $14,289+136.5% | $7,775+334.7% |